+12.2%
WISE vs VT
+61.9%
-49.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.1% | -5.2% | -1.6% |
| 7D | -16.3% | -4.2% | -12.1% | -9.0% |
| 30D | -22.9% | -5.8% | -17.1% | -13.3% |
| 3M | -25.5% | -5.2% | -20.3% | -17.0% |
| 6M | -29.2% | +0.1% | -29.3% | -28.1% |
| YTD | -29.8% | +8.2% | -38.1% | -38.0% |
| 1Y | -37.0% | +10.1% | -47.2% | -45.9% |
| All | +12.2% | +61.9% | -49.7% | -49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling