-90.0%
WTID vs VT
+86.9%
-176.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -7.9% | +0.4% | -8.3% | -7.4% |
| 30D | -34.8% | +1.0% | -35.8% | -34.1% |
| 3M | -37.9% | +2.4% | -40.3% | -37.1% |
| 6M | -52.8% | +12.0% | -64.8% | -46.6% |
| YTD | -76.3% | +15.3% | -91.7% | -71.1% |
| 1Y | -78.0% | +22.6% | -100.5% | -68.5% |
| 3Y | -86.5% | +74.7% | -161.2% | -44.5% |
| All | -90.0% | +86.9% | -176.9% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling