-34.1%
WVE vs VT
+75.6%
-109.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -1.5% |
| 7D | -5.5% | -0.7% | -4.8% | -4.1% |
| 30D | +4.3% | -1.7% | +6.0% | +7.8% |
| 3M | -32.3% | -2.3% | -30.0% | -29.5% |
| 6M | -51.6% | +1.5% | -53.1% | -52.7% |
| YTD | -79.9% | +12.0% | -91.9% | -82.9% |
| 1Y | -52.9% | +12.9% | -65.8% | -60.6% |
| All | -34.1% | +75.6% | -109.7% | -60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling