-1.6%
WIA vs VT
+12.5%
-14.1%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -1.2% | -0.1% | -1.0% | -1.2% |
| 30D | +1.3% | -3.1% | +4.4% | +1.7% |
| 3M | -2.0% | -3.5% | +1.5% | -1.5% |
| 6M | -2.5% | +0.5% | -2.9% | -2.6% |
| YTD | -1.3% | +10.8% | -12.1% | -3.6% |
| 1Y | -1.6% | +11.9% | -13.5% | -4.3% |
| All | -1.6% | +12.5% | -14.1% | -4.3% |
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 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