-99.3%
WETO vs VT
+35.9%
-135.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -57.2% | +1.0% | -58.2% | -57.3% |
| 30D | -48.8% | -0.2% | -48.6% | -48.9% |
| 3M | -97.7% | +4.5% | -102.2% | -97.7% |
| 6M | -94.3% | +14.1% | -108.4% | -94.7% |
| YTD | -97.0% | +14.8% | -111.8% | -97.2% |
| 1Y | -98.9% | +21.2% | -120.1% | -99.0% |
| All | -99.3% | +35.9% | -135.2% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling