-2.4%
WGMI vs VT
+66.7%
-69.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.2% |
| 7D | +2.1% | +2.4% | -0.2% | -4.0% |
| 30D | -22.4% | -1.5% | -20.9% | -17.7% |
| 3M | -44.5% | -4.1% | -40.4% | -35.8% |
| 6M | -55.4% | +0.6% | -56.0% | -53.8% |
| YTD | -31.4% | +11.0% | -42.4% | -43.6% |
| 1Y | -37.5% | +13.3% | -50.8% | -51.1% |
| 3Y | +187.2% | +73.4% | +113.8% | -14.9% |
| All | -2.4% | +66.7% | -69.1% | -62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling