+44.3%
WTBA vs VT
+11.9%
+32.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +0.4% | +2.4% | -1.9% | -0.4% |
| 30D | +8.1% | -1.5% | +9.6% | +8.6% |
| 3M | +2.2% | -4.1% | +6.3% | +3.7% |
| 6M | +34.0% | +0.6% | +33.5% | +33.5% |
| YTD | +42.3% | +11.0% | +31.2% | +33.8% |
| 1Y | +44.3% | +13.3% | +30.9% | +33.9% |
| All | +44.3% | +11.9% | +32.4% | +33.9% |
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 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