-89.8%
WTID vs VT
+75.8%
-165.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +1.2% |
| 7D | +45.2% | -2.3% | +47.5% | +40.6% |
| 30D | +9.6% | -5.0% | +14.6% | +1.5% |
| 3M | -30.1% | -4.9% | -25.2% | -35.6% |
| 6M | -45.0% | -1.5% | -43.4% | -47.6% |
| YTD | -75.9% | +8.5% | -84.4% | -73.3% |
| 1Y | -77.3% | +11.4% | -88.7% | -73.1% |
| 3Y | -87.5% | +70.1% | -157.6% | -47.8% |
| All | -89.8% | +75.8% | -165.6% | -48.9% |
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 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