-42.1%
WGMI vs VT
+11.9%
-54.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -2.7% |
| 7D | +18.8% | +2.9% | +15.9% | +7.8% |
| 30D | -27.0% | -2.5% | -24.5% | -18.4% |
| 3M | -43.9% | -3.3% | -40.6% | -34.9% |
| 6M | -52.1% | +1.5% | -53.7% | -52.5% |
| YTD | -27.8% | +11.4% | -39.2% | -46.3% |
| 1Y | -42.1% | +11.9% | -54.0% | -57.5% |
| All | -42.1% | +11.9% | -54.0% | -57.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling