+521.8%
WK vs VT
+226.3%
+295.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +4.6% |
| 7D | +3.5% | -4.2% | +7.6% | +8.0% |
| 30D | +21.9% | -5.8% | +27.7% | +29.3% |
| 3M | +38.6% | -5.2% | +43.8% | +46.2% |
| 6M | +54.3% | +0.1% | +54.2% | +51.0% |
| YTD | -0.9% | +8.2% | -9.1% | -11.8% |
| 1Y | +4.1% | +10.1% | -6.0% | -9.3% |
| 3Y | -4.7% | +69.7% | -74.3% | -49.1% |
| 5Y | -46.6% | +53.4% | -100.0% | -67.3% |
| 10Y | +457.0% | +219.2% | +237.8% | +78.3% |
| All | +521.8% | +226.3% | +295.5% | +95.6% |
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 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