-25.2%
WK vs VT
+13.3%
-38.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.7% | +4.1% |
| 7D | -18.2% | -0.7% | -17.5% | -18.1% |
| 30D | -4.5% | -1.7% | -2.7% | -4.6% |
| 3M | +1.0% | -2.3% | +3.3% | +0.7% |
| 6M | +50.3% | +1.5% | +48.8% | +51.6% |
| YTD | -19.1% | +12.0% | -31.2% | -20.1% |
| 1Y | -25.2% | +12.9% | -38.1% | -26.6% |
| All | -25.2% | +13.3% | -38.5% | -26.6% |
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