-90.0%
WTID vs VT
+80.4%
-170.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | +1.6% |
| 7D | +26.6% | +0.4% | +26.2% | +27.3% |
| 30D | +15.6% | -2.6% | +18.2% | +10.9% |
| 3M | -32.8% | -3.2% | -29.6% | -36.6% |
| 6M | -49.4% | +0.9% | -50.3% | -50.1% |
| YTD | -76.4% | +11.3% | -87.7% | -72.8% |
| 1Y | -76.7% | +14.0% | -90.7% | -71.6% |
| 3Y | -89.1% | +75.8% | -164.9% | -51.8% |
| All | -90.0% | +80.4% | -170.4% | -48.1% |
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