-44.7%
WRBY vs VT
+68.1%
-112.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | -1.4% |
| 7D | +41.6% | -0.7% | +42.3% | +41.7% |
| 30D | +16.0% | -1.7% | +17.8% | +18.4% |
| 3M | +20.4% | -2.3% | +22.7% | +24.2% |
| 6M | +4.7% | +1.5% | +3.2% | +0.3% |
| YTD | +38.4% | +12.0% | +26.3% | +8.1% |
| 1Y | +73.5% | +12.9% | +60.6% | +34.1% |
| 3Y | +199.7% | +74.9% | +124.8% | -7.1% |
| 5Y | -43.7% | +59.9% | -103.6% | -78.1% |
| All | -44.7% | +68.1% | -112.8% | -79.4% |
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