-44.6%
WRBY vs VT
+67.0%
-111.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | +2.6% | +16.0% | +13.4% |
| 7D | +26.6% | +0.4% | +26.2% | +23.7% |
| 30D | +19.4% | -2.6% | +22.0% | +24.0% |
| 3M | +14.2% | -3.2% | +17.4% | +20.1% |
| 6M | +2.2% | +0.9% | +1.3% | -1.0% |
| YTD | +38.6% | +11.3% | +27.3% | +9.7% |
| 1Y | +75.4% | +14.0% | +61.4% | +32.6% |
| 3Y | +197.3% | +75.8% | +121.5% | -9.0% |
| 5Y | -48.9% | +57.8% | -106.8% | -79.7% |
| All | -44.6% | +67.0% | -111.6% | -79.0% |
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