+72.4%
WINN vs VT
+74.5%
-2.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +5.3% | +2.9% | +2.4% | +1.6% |
| 30D | -6.1% | -2.5% | -3.6% | -3.0% |
| 3M | -3.2% | -3.3% | +0.2% | +1.1% |
| 6M | +2.0% | +1.5% | +0.4% | +0.2% |
| YTD | +6.0% | +11.4% | -5.4% | -7.5% |
| 1Y | +3.6% | +11.9% | -8.3% | -10.1% |
| All | +72.4% | +74.5% | -2.2% | -9.8% |
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 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