-53.2%
WRBY vs VT
+62.8%
-116.0%
-83.7%
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% | -2.8% |
| 7D | +3.5% | -2.3% | +5.9% | +6.0% |
| 30D | +0.7% | -5.0% | +5.6% | +9.0% |
| 3M | -5.5% | -4.9% | -0.6% | +2.0% |
| 6M | +15.7% | -1.5% | +17.2% | +16.6% |
| YTD | +16.9% | +8.5% | +8.5% | -3.2% |
| 1Y | +50.5% | +11.4% | +39.1% | +18.4% |
| 3Y | +84.2% | +70.1% | +14.2% | -40.0% |
| 5Y | -55.6% | +53.7% | -109.3% | -81.5% |
| All | -53.2% | +62.8% | -116.0% | -81.5% |
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 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