-92.4%
WLDS vs VT
+13.3%
-105.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.5% |
| 7D | +8.3% | -1.6% | +9.9% | +11.4% |
| 30D | +3.6% | -2.5% | +6.1% | +9.0% |
| 3M | -51.7% | -1.3% | -50.4% | -50.8% |
| 6M | -56.4% | +3.1% | -59.5% | -60.2% |
| YTD | -86.0% | +10.9% | -96.9% | -89.7% |
| All | -92.4% | +13.3% | -105.7% | -94.8% |
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