+71.0%
WTAI vs VT
+63.2%
+7.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -1.4% |
| 7D | +2.2% | -2.0% | +4.2% | +5.8% |
| 30D | +0.9% | -1.4% | +2.3% | +3.5% |
| 3M | +0.5% | +4.7% | -4.2% | -5.7% |
| 6M | +40.6% | +11.4% | +29.3% | +20.5% |
| YTD | +42.1% | +13.1% | +29.1% | +19.1% |
| 1Y | +54.6% | +19.0% | +35.5% | +19.7% |
| 3Y | +131.3% | +73.9% | +57.3% | +0.8% |
| All | +71.0% | +63.2% | +7.9% | -13.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling