-15.3%
WIT vs VT
+15.2%
-30.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.1% |
| 7D | +4.9% | -0.3% | +5.2% | +4.9% |
| 30D | +27.8% | -1.4% | +29.2% | +28.5% |
| 3M | +5.4% | -1.4% | +6.8% | +5.9% |
| 6M | +9.8% | +5.5% | +4.3% | +6.5% |
| YTD | -23.1% | +12.8% | -35.9% | -27.4% |
| 1Y | -15.3% | +15.4% | -30.8% | -20.8% |
| All | -15.3% | +15.2% | -30.5% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling