+430.9%
WTRG vs VT
+374.2%
+56.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +0.4% | +1.0% | +1.2% |
| 30D | +6.3% | +1.0% | +5.3% | +5.7% |
| 3M | +14.5% | +2.4% | +12.1% | +12.5% |
| 6M | +5.5% | +12.0% | -6.5% | -2.2% |
| YTD | +11.7% | +15.3% | -3.6% | +1.6% |
| 1Y | +10.9% | +22.6% | -11.7% | -3.2% |
| 3Y | +26.2% | +74.7% | -48.5% | -12.9% |
| 5Y | -1.5% | +66.1% | -67.6% | -30.5% |
| 10Y | +76.5% | +225.0% | -148.6% | -17.7% |
| All | +430.9% | +374.2% | +56.7% | +90.8% |
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