-49.7%
WIT vs VT
+57.4%
-107.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -3.0% |
| 7D | -0.5% | +0.4% | -0.8% | -1.0% |
| 30D | +25.9% | -2.6% | +28.5% | +28.3% |
| 3M | +5.9% | -3.2% | +9.2% | +8.5% |
| 6M | +11.0% | +0.9% | +10.0% | +9.2% |
| YTD | -23.8% | +11.3% | -35.1% | -31.4% |
| 1Y | -16.8% | +14.0% | -30.8% | -26.7% |
| 3Y | 0.0% | +75.8% | -75.8% | -41.2% |
| 5Y | -49.7% | +57.8% | -107.5% | -66.2% |
| All | -49.7% | +57.4% | -107.1% | -66.2% |
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