+7.4%
WSBCO vs VT
+21.0%
-13.6%
-2.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | 0.0% | +0.4% | -0.5% | 0.0% |
| 30D | +1.1% | +1.0% | +0.1% | +1.0% |
| 3M | +1.4% | +2.4% | -1.0% | +1.2% |
| 6M | +3.3% | +12.0% | -8.7% | +3.6% |
| YTD | +3.4% | +15.3% | -11.9% | +3.5% |
| All | +7.4% | +21.0% | -13.6% | +6.9% |
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