+3.2%
WRLD vs VT
+13.3%
-10.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.2% |
| 7D | -13.5% | -0.7% | -12.8% | -12.9% |
| 30D | -21.0% | -1.7% | -19.2% | -19.8% |
| 3M | -25.6% | -2.3% | -23.3% | -24.2% |
| 6M | -6.0% | +1.5% | -7.5% | -7.0% |
| YTD | -0.8% | +12.0% | -12.8% | -12.2% |
| 1Y | +3.2% | +12.9% | -9.6% | -9.4% |
| All | +3.2% | +13.3% | -10.0% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling