-81.3%
WLDS vs VT
+23.3%
-104.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -19.4% | +0.4% | -19.8% | -20.6% |
| 30D | -36.7% | +1.0% | -37.7% | -38.5% |
| 3M | -32.7% | +2.4% | -35.1% | -36.6% |
| 6M | -72.2% | +12.0% | -84.2% | -80.0% |
| YTD | -82.2% | +15.3% | -97.5% | -88.8% |
| 1Y | -81.3% | +22.6% | -103.9% | -93.8% |
| All | -81.3% | +23.3% | -104.7% | -93.8% |
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