-89.9%
WKSP vs VT
+10.5%
-100.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.4% |
| 7D | -3.9% | -2.3% | -1.6% | +1.1% |
| 30D | -30.8% | -5.0% | -25.8% | -23.1% |
| 3M | -61.8% | -4.9% | -56.9% | -57.7% |
| 6M | -75.0% | -1.5% | -73.5% | -74.2% |
| YTD | -87.2% | +8.5% | -95.7% | -90.5% |
| 1Y | -89.9% | +11.4% | -101.2% | -93.0% |
| All | -89.9% | +10.5% | -100.3% | -93.0% |
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