+29.0%
WTIP vs VT
+32.1%
-3.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.3% | +0.4% | -0.7% | -0.4% |
| 30D | +4.0% | +1.0% | +3.0% | +3.7% |
| 3M | -0.6% | +2.4% | -3.0% | -1.2% |
| 6M | +5.7% | +12.0% | -6.3% | +3.8% |
| YTD | +13.2% | +15.3% | -2.2% | +10.5% |
| 1Y | +25.0% | +22.6% | +2.4% | +21.0% |
| All | +29.0% | +32.1% | -3.1% | +26.1% |
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 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