+183.2%
WLDR vs VT
+148.8%
+34.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.6% |
| 6M | +25.6% | +12.0% | +13.6% | +13.8% |
| YTD | +37.0% | +15.3% | +21.7% | +21.0% |
| 1Y | +49.3% | +22.6% | +26.7% | +25.0% |
| 3Y | +133.4% | +74.7% | +58.8% | +43.5% |
| 5Y | +140.4% | +66.1% | +74.2% | +53.7% |
| All | +183.2% | +148.8% | +34.4% | +23.5% |
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 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