+23.6%
WISE vs VT
+68.8%
-45.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -3.9% |
| 7D | -10.0% | -0.3% | -9.7% | -9.5% |
| 30D | -15.0% | -1.4% | -13.6% | -12.4% |
| 3M | -19.7% | -1.4% | -18.3% | -17.3% |
| 6M | -22.2% | +5.5% | -27.6% | -28.5% |
| YTD | -22.7% | +12.8% | -35.5% | -37.0% |
| 1Y | -29.1% | +15.4% | -44.5% | -44.4% |
| All | +23.6% | +68.8% | -45.2% | -49.1% |
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