+3,824.4%
WGS vs VT
+69.4%
+3,755.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.1% | -0.9% |
| 7D | -9.4% | -4.2% | -5.2% | -3.1% |
| 30D | -10.0% | -5.8% | -4.2% | -1.0% |
| 3M | -7.9% | -5.2% | -2.7% | +0.6% |
| 6M | +86.5% | +0.1% | +86.4% | +88.2% |
| YTD | -50.5% | +8.2% | -58.7% | -56.7% |
| 1Y | -53.0% | +10.1% | -63.1% | -59.9% |
| All | +3,824.4% | +69.4% | +3,755.0% | +2,516.0% |
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