+24.2%
WTIP vs VT
+24.0%
+0.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +0.3% |
| 7D | -3.8% | -4.2% | +0.3% | -3.0% |
| 30D | -5.3% | -5.8% | +0.5% | -4.0% |
| 3M | 0.0% | -5.2% | +5.3% | +1.2% |
| 6M | -8.2% | +0.1% | -8.3% | -8.2% |
| YTD | +8.9% | +8.2% | +0.7% | +7.8% |
| 1Y | +15.1% | +10.1% | +5.0% | +13.6% |
| All | +24.2% | +24.0% | +0.1% | +23.0% |
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