+87.5%
WOR vs VT
+53.2%
+34.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -0.9% |
| 7D | -4.7% | -4.2% | -0.5% | +0.2% |
| 30D | -0.7% | -5.8% | +5.1% | +6.5% |
| 3M | +4.6% | -5.2% | +9.9% | +11.6% |
| 6M | +12.8% | +0.1% | +12.7% | +12.6% |
| YTD | +20.0% | +8.2% | +11.8% | +9.1% |
| 1Y | +10.6% | +10.1% | +0.4% | -1.6% |
| 3Y | +63.2% | +69.7% | -6.5% | -16.2% |
| 5Y | +87.5% | +53.4% | +34.1% | +6.8% |
| All | +87.5% | +53.2% | +34.3% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling