-84.4%
WIMI vs VT
+77.9%
-162.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -6.9% | +0.4% | -7.4% | -7.4% |
| 30D | -6.2% | +1.0% | -7.2% | -7.2% |
| 3M | -27.5% | +2.4% | -29.9% | -29.3% |
| 6M | -34.2% | +12.0% | -46.2% | -41.3% |
| YTD | -48.9% | +15.3% | -64.3% | -55.1% |
| 1Y | -67.2% | +22.6% | -89.8% | -72.1% |
| All | -84.4% | +77.9% | -162.3% | -91.9% |
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 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