+463.4%
WRB vs VT
+215.5%
+247.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | +1.9% | -2.3% | +4.2% | +3.4% |
| 30D | +7.9% | -5.0% | +12.8% | +11.6% |
| 3M | +4.4% | -4.9% | +9.3% | +7.8% |
| 6M | +15.0% | -1.5% | +16.5% | +14.9% |
| YTD | +8.5% | +8.5% | +0.1% | +0.1% |
| 1Y | +3.7% | +11.4% | -7.7% | -6.4% |
| 3Y | +77.7% | +70.1% | +7.6% | +10.5% |
| 5Y | +136.6% | +53.7% | +82.9% | +59.8% |
| All | +463.4% | +215.5% | +247.9% | +116.6% |
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