-80.7%
WLDS vs VT
+21.4%
-102.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -0.9% |
| 7D | -19.7% | +1.0% | -20.7% | -22.1% |
| 30D | -57.3% | -0.2% | -57.0% | -57.1% |
| 3M | -23.2% | +4.5% | -27.8% | -32.3% |
| 6M | -74.5% | +14.1% | -88.6% | -83.1% |
| YTD | -82.6% | +14.8% | -97.3% | -88.9% |
| 1Y | -80.7% | +21.2% | -101.9% | -92.9% |
| All | -80.7% | +21.4% | -102.1% | -92.9% |
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 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