+1,369.2%
WRB vs VT
+363.9%
+1,005.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +0.9% |
| 7D | +7.1% | -0.3% | +7.4% | +7.3% |
| 30D | +9.9% | -1.4% | +11.4% | +11.0% |
| 3M | +7.6% | -1.4% | +9.0% | +8.4% |
| 6M | +16.9% | +5.5% | +11.4% | +11.2% |
| YTD | +10.7% | +12.8% | -2.1% | -0.4% |
| 1Y | +6.5% | +15.4% | -8.9% | -5.9% |
| 3Y | +82.0% | +76.9% | +5.1% | +13.7% |
| 5Y | +144.9% | +60.4% | +84.5% | +62.7% |
| 10Y | +478.5% | +232.8% | +245.7% | +120.1% |
| All | +1,369.2% | +363.9% | +1,005.3% | +313.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling