+1,195.6%
WLK vs VT
+374.2%
+821.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.2% | +0.4% | -1.7% | -1.8% |
| 30D | -4.3% | +1.0% | -5.3% | -5.6% |
| 3M | -11.7% | +2.4% | -14.0% | -14.8% |
| 6M | -28.6% | +12.0% | -40.6% | -39.8% |
| YTD | +3.0% | +15.3% | -12.4% | -16.2% |
| 1Y | -12.3% | +22.6% | -34.9% | -34.0% |
| 3Y | -40.0% | +74.7% | -114.7% | -71.6% |
| 5Y | -6.1% | +66.1% | -72.2% | -52.6% |
| 10Y | +66.2% | +225.0% | -158.8% | -62.6% |
| All | +1,195.6% | +374.2% | +821.5% | +125.4% |
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