+149.6%
WLDR vs VT
+134.1%
+15.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | -5.0% | -2.3% | -2.7% | -3.0% |
| 30D | -9.8% | -5.0% | -4.8% | -5.6% |
| 3M | -8.4% | -4.9% | -3.5% | -4.2% |
| 6M | +0.8% | -1.5% | +2.3% | +2.3% |
| YTD | +20.8% | +8.5% | +12.3% | +12.6% |
| 1Y | +28.3% | +11.4% | +16.9% | +16.9% |
| 3Y | +113.6% | +70.1% | +43.6% | +34.6% |
| 5Y | +110.7% | +53.7% | +57.0% | +44.2% |
| All | +149.6% | +134.1% | +15.5% | +14.9% |
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