-52.1%
WRBY vs VT
+62.4%
-114.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.5% | -4.1% | +26.6% | +30.4% |
| 7D | +6.1% | -4.2% | +10.2% | +12.9% |
| 30D | -0.6% | -5.8% | +5.2% | +9.7% |
| 3M | -10.9% | -5.2% | -5.7% | -3.0% |
| 6M | +20.4% | +0.1% | +20.3% | +17.1% |
| YTD | +19.7% | +8.2% | +11.5% | -0.5% |
| 1Y | +36.9% | +10.1% | +26.8% | +10.5% |
| 3Y | +90.9% | +69.7% | +21.3% | -37.5% |
| 5Y | -54.5% | +53.4% | -107.9% | -81.0% |
| All | -52.1% | +62.4% | -114.6% | -81.0% |
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