+6.5%
WMG vs VT
+140.1%
-133.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -0.7% | -0.1% | -0.5% | -0.5% |
| 30D | +7.4% | -0.7% | +8.1% | +8.1% |
| 3M | -3.4% | +4.0% | -7.4% | -7.0% |
| 6M | +3.7% | +12.3% | -8.6% | -6.8% |
| YTD | -6.4% | +14.0% | -20.4% | -17.0% |
| 1Y | -13.7% | +20.3% | -34.0% | -27.2% |
| 3Y | -8.0% | +75.4% | -83.4% | -46.1% |
| 5Y | -21.3% | +66.0% | -87.3% | -52.1% |
| All | +6.5% | +140.1% | -133.6% | -46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling