+15.8%
WLY vs VT
+19.6%
-3.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | -2.4% | -1.1% | -1.3% | -2.3% |
| 30D | -5.8% | -1.0% | -4.8% | -5.8% |
| 3M | +6.1% | +3.2% | +2.9% | +6.1% |
| 6M | +30.7% | +12.5% | +18.2% | +28.7% |
| YTD | +56.0% | +14.1% | +42.0% | +51.9% |
| 1Y | +15.8% | +18.9% | -3.1% | +11.0% |
| All | +15.8% | +19.6% | -3.9% | +11.0% |
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