-50.4%
WSC vs VT
+75.0%
-125.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -4.1% | +0.4% | -4.5% | -4.8% |
| 30D | -24.5% | +1.0% | -25.5% | -25.8% |
| 3M | -24.3% | +2.4% | -26.7% | -27.3% |
| 6M | -6.1% | +12.0% | -18.1% | -22.1% |
| YTD | +7.1% | +15.3% | -8.2% | -15.4% |
| 1Y | -14.3% | +22.6% | -36.9% | -38.6% |
| All | -50.4% | +75.0% | -125.4% | -76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling