+5.6%
WTIU vs VT
+86.9%
-81.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +7.8% | +0.4% | +7.3% | +6.9% |
| 30D | +45.4% | +1.0% | +44.4% | +42.7% |
| 3M | +34.7% | +2.4% | +32.3% | +26.8% |
| 6M | +42.4% | +12.0% | +30.4% | +7.0% |
| YTD | +153.0% | +15.3% | +137.7% | +75.7% |
| 1Y | +133.6% | +22.6% | +111.0% | +39.2% |
| 3Y | +11.9% | +74.7% | -62.8% | -70.2% |
| All | +5.6% | +86.9% | -81.3% | -77.0% |
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 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