-64.7%
WKHS vs VT
+13.0%
-77.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.6% | +4.8% | +3.1% |
| 7D | +16.1% | +0.4% | +15.7% | +15.5% |
| 30D | +12.5% | -2.6% | +15.1% | +17.5% |
| 3M | -0.3% | -3.2% | +2.9% | +5.1% |
| 6M | -5.4% | +0.9% | -6.4% | -7.2% |
| YTD | -34.8% | +11.3% | -46.1% | -38.9% |
| All | -64.7% | +13.0% | -77.7% | -65.7% |
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