+117.4%
WTIU vs VT
+11.9%
+105.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +4.2% |
| 7D | +13.8% | +2.9% | +10.9% | +18.4% |
| 30D | -21.1% | -2.5% | -18.6% | -24.1% |
| 3M | +12.0% | -3.3% | +15.4% | +6.7% |
| 6M | +35.5% | +1.5% | +34.0% | +42.6% |
| YTD | +143.4% | +11.4% | +132.0% | +180.9% |
| 1Y | +117.4% | +11.9% | +105.5% | +151.5% |
| All | +117.4% | +11.9% | +105.5% | +151.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling