+367.3%
WIX vs VT
+268.7%
+98.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | -13.0% | +0.4% | -13.5% | -13.7% |
| 30D | +18.0% | +1.0% | +17.1% | +16.2% |
| 3M | +41.9% | +2.4% | +39.5% | +36.3% |
| 6M | -9.0% | +12.0% | -21.0% | -24.6% |
| YTD | -26.6% | +15.3% | -42.0% | -41.7% |
| 1Y | -48.2% | +22.6% | -70.8% | -62.5% |
| 3Y | -21.8% | +74.7% | -96.5% | -65.8% |
| 5Y | -67.4% | +66.1% | -133.5% | -83.8% |
| 10Y | +80.0% | +225.0% | -145.1% | -59.8% |
| All | +367.3% | +268.7% | +98.5% | -14.2% |
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 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