-55.3%
WRBY vs VT
+73.1%
-128.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | -2.6% | +0.4% | -3.0% | -3.6% |
| 30D | -16.8% | +1.0% | -17.8% | -18.5% |
| 3M | +1.0% | +2.4% | -1.4% | -3.4% |
| 6M | -11.0% | +12.0% | -23.0% | -29.0% |
| YTD | +11.7% | +15.3% | -3.6% | -16.4% |
| 1Y | -3.9% | +22.6% | -26.5% | -36.3% |
| 3Y | +100.6% | +74.7% | +25.9% | -36.3% |
| All | -55.3% | +73.1% | -128.4% | -84.0% |
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 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