+59.6%
WLDN vs VT
+53.4%
+6.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.2% | -6.8% | -6.8% |
| 7D | -10.0% | -2.3% | -7.7% | -7.4% |
| 30D | -9.8% | -5.0% | -4.9% | -4.0% |
| 3M | -10.1% | -4.9% | -5.3% | -4.3% |
| 6M | -12.5% | -1.5% | -11.0% | -10.9% |
| YTD | -36.1% | +8.5% | -44.6% | -42.0% |
| 1Y | -22.3% | +11.4% | -33.7% | -31.6% |
| 3Y | +248.9% | +70.1% | +178.8% | +85.1% |
| All | +59.6% | +53.4% | +6.2% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling