-89.9%
WTID vs VT
+75.4%
-165.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.1% | +11.7% | +2.0% |
| 7D | +33.1% | -4.2% | +37.3% | +25.3% |
| 30D | +7.8% | -5.8% | +13.6% | -1.4% |
| 3M | -34.2% | -5.2% | -29.0% | -39.7% |
| 6M | -37.6% | +0.1% | -37.7% | -38.9% |
| YTD | -76.1% | +8.2% | -84.3% | -73.6% |
| 1Y | -78.0% | +10.1% | -88.1% | -74.6% |
| 3Y | -87.2% | +69.7% | -156.8% | -46.6% |
| All | -89.9% | +75.4% | -165.3% | -49.5% |
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