-51.6%
WVE vs VT
+12.5%
-64.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | -4.7% | -0.1% | -4.6% | -4.0% |
| 30D | -1.4% | -3.1% | +1.6% | +3.1% |
| 3M | -43.8% | -3.5% | -40.3% | -40.9% |
| 6M | -52.5% | +0.5% | -53.0% | -52.4% |
| YTD | -79.9% | +10.8% | -90.7% | -80.7% |
| 1Y | -51.6% | +11.9% | -63.5% | -51.9% |
| All | -51.6% | +12.5% | -64.1% | -51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling