+286.9%
WGO vs VT
+346.0%
-59.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.8% |
| 7D | +2.4% | -2.3% | +4.7% | +5.5% |
| 30D | +28.2% | -5.0% | +33.1% | +36.6% |
| 3M | +1.4% | -4.9% | +6.3% | +7.9% |
| 6M | +0.5% | -1.5% | +2.1% | +2.0% |
| YTD | -19.3% | +8.5% | -27.8% | -28.3% |
| 1Y | -9.8% | +11.4% | -21.2% | -22.7% |
| 3Y | -44.2% | +70.1% | -114.3% | -72.1% |
| 5Y | -50.7% | +53.7% | -104.4% | -71.6% |
| 10Y | +40.9% | +220.0% | -179.1% | -66.0% |
| All | +286.9% | +346.0% | -59.1% | -23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling