+32.8%
WRN vs VT
+345.0%
-312.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | +0.4% |
| 7D | -9.4% | -4.2% | -5.2% | -5.3% |
| 30D | -29.0% | -5.8% | -23.2% | -24.4% |
| 3M | -33.3% | -5.2% | -28.1% | -29.2% |
| 6M | -44.4% | +0.1% | -44.5% | -43.5% |
| YTD | -42.3% | +8.2% | -50.6% | -44.9% |
| 1Y | -20.2% | +10.1% | -30.3% | -24.8% |
| 3Y | +21.3% | +69.7% | -48.4% | -25.2% |
| 5Y | -2.5% | +53.4% | -55.9% | -32.8% |
| 10Y | +100.0% | +219.2% | -119.2% | -27.5% |
| All | +32.8% | +345.0% | -312.2% | -73.5% |
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