+11.5%
WTRG vs VT
+57.4%
-45.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -1.6% |
| 7D | +1.5% | +0.4% | +1.1% | +1.3% |
| 30D | +15.7% | -2.6% | +18.3% | +16.6% |
| 3M | +13.7% | -3.2% | +16.9% | +14.8% |
| 6M | +22.6% | +0.9% | +21.6% | +21.5% |
| YTD | +20.8% | +11.3% | +9.5% | +14.6% |
| 1Y | +17.9% | +14.0% | +3.9% | +10.4% |
| 3Y | +46.6% | +75.8% | -29.3% | +4.7% |
| 5Y | +11.5% | +57.8% | -46.4% | -17.9% |
| All | +11.5% | +57.4% | -45.9% | -17.9% |
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