+476.9%
WTRG vs VT
+360.7%
+116.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.1% |
| 7D | +0.4% | -0.7% | +1.1% | +0.6% |
| 30D | +15.7% | -1.7% | +17.5% | +16.6% |
| 3M | +13.1% | -2.3% | +15.4% | +14.2% |
| 6M | +22.8% | +1.5% | +21.3% | +20.8% |
| YTD | +21.4% | +12.0% | +9.4% | +11.8% |
| 1Y | +19.1% | +12.9% | +6.2% | +9.1% |
| 3Y | +48.1% | +74.9% | -26.8% | +1.5% |
| 5Y | +12.1% | +59.9% | -47.8% | -19.3% |
| 10Y | +104.0% | +224.6% | -120.6% | -5.1% |
| All | +476.9% | +360.7% | +116.2% | +110.1% |
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