+58.8%
WSFS vs VT
+57.9%
+0.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.3% | -1.6% | +2.9% | +3.0% |
| 30D | +2.4% | -2.5% | +4.9% | +4.9% |
| 3M | -1.8% | -1.3% | -0.5% | -0.8% |
| 6M | +11.4% | +3.1% | +8.3% | +6.9% |
| YTD | +45.8% | +10.9% | +34.8% | +28.9% |
| 1Y | +54.1% | +12.1% | +42.0% | +34.6% |
| 3Y | +114.0% | +73.9% | +40.1% | +17.7% |
| All | +58.8% | +57.9% | +0.9% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling