-50.9%
WRBY vs VT
+67.1%
-118.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.6% | -10.7% | -10.1% |
| 7D | +2.5% | +2.9% | -0.4% | -2.4% |
| 30D | +0.8% | -2.5% | +3.3% | +4.6% |
| 3M | +5.6% | -3.3% | +8.9% | +11.4% |
| 6M | -0.8% | +1.5% | -2.3% | -5.1% |
| YTD | +22.7% | +11.4% | +11.3% | -2.9% |
| 1Y | +52.8% | +11.9% | +40.9% | +20.3% |
| 3Y | +165.7% | +73.9% | +91.8% | -16.5% |
| 5Y | -54.2% | +57.9% | -112.1% | -81.8% |
| All | -50.9% | +67.1% | -118.1% | -81.4% |
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