+1,291.4%
WSO vs VT
+374.2%
+917.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.4% | +0.4% | +1.0% | +1.0% |
| 30D | -5.4% | +1.0% | -6.4% | -6.2% |
| 3M | -13.9% | +2.4% | -16.3% | -15.5% |
| 6M | -20.9% | +12.0% | -32.9% | -27.8% |
| YTD | -4.2% | +15.3% | -19.5% | -14.6% |
| 1Y | -19.3% | +22.6% | -41.9% | -31.4% |
| 3Y | -6.5% | +74.7% | -81.2% | -39.8% |
| 5Y | +25.7% | +66.1% | -40.5% | -15.6% |
| 10Y | +187.9% | +225.0% | -37.1% | +10.7% |
| All | +1,291.4% | +374.2% | +917.2% | +346.9% |
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