+130.5%
WNEB vs VT
+226.9%
-96.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.8% |
| 7D | -0.2% | -2.0% | +1.8% | +1.7% |
| 30D | -1.8% | -1.4% | -0.4% | -0.5% |
| 3M | +0.2% | +4.7% | -4.5% | -4.4% |
| 6M | +9.4% | +11.4% | -1.9% | -2.2% |
| YTD | +10.1% | +13.1% | -3.0% | -3.1% |
| 1Y | +15.4% | +19.0% | -3.6% | -3.6% |
| 3Y | +136.3% | +73.9% | +62.4% | +35.8% |
| 5Y | +95.7% | +65.4% | +30.3% | +16.5% |
| All | +130.5% | +226.9% | -96.3% | -31.2% |
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