+187.2%
WGMI vs VT
+74.1%
+113.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | -2.0% |
| 7D | +3.2% | +0.4% | +2.8% | +2.2% |
| 30D | -32.2% | -2.6% | -29.6% | -25.2% |
| 3M | -43.6% | -3.2% | -40.4% | -36.0% |
| 6M | -53.0% | +0.9% | -53.9% | -52.0% |
| YTD | -28.7% | +11.3% | -40.0% | -43.6% |
| 1Y | -50.5% | +14.0% | -64.5% | -63.2% |
| 3Y | +187.2% | +75.8% | +111.4% | -18.6% |
| All | +187.2% | +74.1% | +113.1% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling