+13.8%
WLFC vs VT
+12.5%
+1.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.8% |
| 7D | +6.2% | -0.1% | +6.3% | +6.2% |
| 30D | +11.8% | -3.1% | +14.9% | +16.8% |
| 3M | -19.0% | -3.5% | -15.5% | -14.9% |
| 6M | -38.2% | +0.5% | -38.6% | -39.6% |
| YTD | +1.7% | +10.8% | -9.1% | -13.4% |
| 1Y | +13.8% | +11.9% | +1.9% | -3.9% |
| All | +13.8% | +12.5% | +1.3% | -3.9% |
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