+77.8%
WGMI vs VT
+71.1%
+6.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.2% | -2.1% |
| 7D | +12.4% | -0.1% | +12.6% | +13.0% |
| 30D | +5.1% | -0.7% | +5.7% | +7.5% |
| 3M | -24.2% | +4.0% | -28.2% | -30.8% |
| 6M | +28.1% | +12.3% | +15.8% | -2.6% |
| YTD | +25.0% | +14.0% | +11.0% | -6.8% |
| 1Y | +44.4% | +20.3% | +24.1% | -5.1% |
| 3Y | +347.8% | +75.4% | +272.4% | +25.7% |
| All | +77.8% | +71.1% | +6.7% | -38.3% |
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 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