-84.6%
WIMI vs VT
+13.0%
-97.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | -1.8% |
| 7D | -0.8% | +0.4% | -1.2% | -1.4% |
| 30D | -22.9% | -2.6% | -20.3% | -18.4% |
| 3M | -62.7% | -3.2% | -59.5% | -59.9% |
| 6M | -69.0% | +0.9% | -69.9% | -69.5% |
| YTD | -79.1% | +11.3% | -90.4% | -82.8% |
| All | -84.6% | +13.0% | -97.6% | -87.6% |
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 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