+18.8%
WINA vs VT
+53.4%
-34.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -7.2% | -2.3% | -4.8% | -5.5% |
| 30D | -10.1% | -5.0% | -5.1% | -6.8% |
| 3M | -24.8% | -4.9% | -19.9% | -22.1% |
| 6M | -28.2% | -1.5% | -26.7% | -27.7% |
| YTD | -34.0% | +8.5% | -42.5% | -38.5% |
| 1Y | -34.3% | +11.4% | -45.7% | -40.1% |
| 3Y | -32.6% | +70.1% | -102.7% | -55.6% |
| All | +18.8% | +53.4% | -34.6% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling