-3.1%
WTRG vs VT
+66.2%
-69.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +2.0% | +1.0% | +1.0% | +1.6% |
| 30D | +5.7% | -0.2% | +5.9% | +5.8% |
| 3M | +15.5% | +4.5% | +10.9% | +13.4% |
| 6M | +5.9% | +14.1% | -8.2% | -0.1% |
| YTD | +12.4% | +14.8% | -2.4% | +5.6% |
| 1Y | +13.3% | +21.2% | -7.9% | +3.6% |
| 3Y | +27.2% | +76.6% | -49.4% | -7.9% |
| 5Y | -3.1% | +66.6% | -69.7% | -31.7% |
| All | -3.1% | +66.2% | -69.3% | -31.7% |
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