-57.3%
WETH vs VT
+60.5%
-117.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +10.5% | +0.4% | +10.1% | +10.0% |
| 30D | +38.3% | +1.0% | +37.3% | +37.0% |
| 3M | -5.0% | +2.4% | -7.4% | -7.1% |
| 6M | -10.9% | +12.0% | -22.9% | -20.0% |
| YTD | -2.9% | +15.3% | -18.2% | -14.6% |
| 1Y | +14.2% | +22.6% | -8.4% | -3.0% |
| All | -57.3% | +60.5% | -117.9% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling