+28.7%
WSO vs VT
+66.2%
-37.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.4% | +0.4% | +1.0% | +0.9% |
| 30D | -5.4% | +1.0% | -6.4% | -6.4% |
| 3M | -13.9% | +2.4% | -16.3% | -16.0% |
| 6M | -20.9% | +12.0% | -32.9% | -29.9% |
| YTD | -4.2% | +15.3% | -19.5% | -17.7% |
| 1Y | -19.3% | +22.6% | -41.9% | -34.9% |
| 3Y | -6.5% | +74.7% | -81.2% | -48.0% |
| All | +28.7% | +66.2% | -37.4% | -27.6% |
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