+1,937.5%
WINA vs VT
+345.0%
+1,592.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -1.2% |
| 7D | -6.4% | -4.2% | -2.2% | -4.4% |
| 30D | -9.2% | -5.8% | -3.4% | -6.5% |
| 3M | -25.7% | -5.2% | -20.5% | -23.8% |
| 6M | -27.4% | +0.1% | -27.5% | -27.6% |
| YTD | -33.2% | +8.2% | -41.4% | -35.9% |
| 1Y | -34.2% | +10.1% | -44.3% | -37.5% |
| 3Y | -30.8% | +69.7% | -100.4% | -46.7% |
| 5Y | +21.8% | +53.4% | -31.6% | -1.8% |
| 10Y | +214.3% | +219.2% | -5.0% | +88.3% |
| All | +1,937.5% | +345.0% | +1,592.5% | +983.9% |
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 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