-73.1%
WRD vs VT
+31.8%
-104.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.2% | +9.8% |
| 7D | +7.7% | -2.3% | +10.0% | +14.4% |
| 30D | -10.1% | -5.0% | -5.1% | +3.0% |
| 3M | -24.4% | -4.9% | -19.5% | -13.5% |
| 6M | -42.2% | -1.5% | -40.6% | -39.2% |
| YTD | -48.6% | +8.5% | -57.1% | -58.6% |
| 1Y | -47.9% | +11.4% | -59.3% | -61.0% |
| All | -73.1% | +31.8% | -104.8% | -85.2% |
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