+41.9%
WOR vs VT
+75.0%
-33.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +9.0% | +0.4% | +8.6% | +8.6% |
| 30D | +6.4% | +1.0% | +5.4% | +5.5% |
| 3M | +8.6% | +2.4% | +6.2% | +6.2% |
| 6M | +17.1% | +12.0% | +5.1% | +4.9% |
| YTD | +22.1% | +15.3% | +6.7% | +6.2% |
| 1Y | -3.1% | +22.6% | -25.7% | -20.8% |
| All | +41.9% | +75.0% | -33.1% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling