+142.9%
WLDR vs VT
+66.2%
+76.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.6% | +0.4% | +2.2% | +2.2% |
| 30D | +3.1% | +1.0% | +2.1% | +2.2% |
| 3M | +5.7% | +2.4% | +3.3% | +3.5% |
| 6M | +25.6% | +12.0% | +13.6% | +13.1% |
| YTD | +37.0% | +15.3% | +21.7% | +20.1% |
| 1Y | +49.3% | +22.6% | +26.7% | +23.7% |
| 3Y | +133.4% | +74.7% | +58.8% | +39.5% |
| All | +142.9% | +66.2% | +76.7% | +52.5% |
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