+2,005.1%
WINA vs VT
+363.9%
+1,641.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.5% |
| 7D | -1.9% | -0.3% | -1.6% | -1.8% |
| 30D | -5.6% | -1.4% | -4.1% | -5.0% |
| 3M | -21.4% | -1.4% | -20.0% | -21.0% |
| 6M | -24.3% | +5.5% | -29.8% | -26.5% |
| YTD | -30.9% | +12.8% | -43.8% | -35.2% |
| 1Y | -30.7% | +15.4% | -46.1% | -35.7% |
| 3Y | -28.5% | +76.9% | -105.3% | -46.0% |
| 5Y | +30.4% | +60.4% | -30.0% | +2.8% |
| 10Y | +224.7% | +232.8% | -8.1% | +90.6% |
| All | +2,005.1% | +363.9% | +1,641.3% | +996.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling