+85.4%
WTTR vs VT
+187.2%
-101.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.0% | +0.4% | +3.6% | +3.4% |
| 30D | -9.6% | +1.0% | -10.6% | -10.8% |
| 3M | +4.8% | +2.4% | +2.4% | +1.0% |
| 6M | +44.9% | +12.0% | +32.9% | +22.7% |
| YTD | +93.2% | +15.3% | +77.9% | +57.5% |
| 1Y | +135.4% | +22.6% | +112.8% | +77.5% |
| 3Y | +162.3% | +74.7% | +87.6% | +22.8% |
| 5Y | +308.4% | +66.1% | +242.3% | +104.3% |
| All | +85.4% | +187.2% | -101.8% | -48.3% |
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