-7.8%
WSO vs VT
+11.9%
-19.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +1.4% | +2.4% | -1.0% | -0.7% |
| 30D | +5.7% | -1.5% | +7.2% | +6.9% |
| 3M | +0.1% | -4.1% | +4.2% | +4.0% |
| 6M | -24.7% | +0.6% | -25.3% | -25.9% |
| YTD | -5.1% | +11.0% | -16.2% | -19.1% |
| 1Y | -7.8% | +13.3% | -21.1% | -24.1% |
| All | -7.8% | +11.9% | -19.7% | -24.1% |
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