-50.0%
WIT vs VT
+57.0%
-107.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | -1.9% | +2.4% | -4.2% | -3.7% |
| 30D | +17.8% | -1.5% | +19.3% | +18.9% |
| 3M | +8.2% | -4.1% | +12.3% | +11.6% |
| 6M | +17.8% | +0.6% | +17.3% | +16.3% |
| YTD | -24.5% | +11.0% | -35.5% | -31.9% |
| 1Y | -19.4% | +13.3% | -32.7% | -28.6% |
| 3Y | -1.1% | +73.4% | -74.5% | -41.1% |
| All | -50.0% | +57.0% | -107.0% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling