+112.5%
WTM vs VT
+53.2%
+59.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | -2.1% |
| 7D | +2.2% | -4.2% | +6.3% | +3.6% |
| 30D | +12.6% | -5.8% | +18.4% | +14.8% |
| 3M | +8.6% | -5.2% | +13.9% | +10.5% |
| 6M | +6.6% | +0.1% | +6.5% | +6.2% |
| YTD | +10.5% | +8.2% | +2.2% | +6.8% |
| 1Y | +21.0% | +10.1% | +10.8% | +16.3% |
| 3Y | +57.3% | +69.7% | -12.4% | +30.2% |
| 5Y | +112.5% | +53.4% | +59.1% | +84.2% |
| All | +112.5% | +53.2% | +59.3% | +84.2% |
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