-52.4%
WW vs VT
+20.8%
-73.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.1% | +9.9% | +13.7% |
| 7D | -14.7% | -4.2% | -10.5% | -8.4% |
| 30D | -18.1% | -5.8% | -12.3% | -8.4% |
| 3M | -16.7% | -5.2% | -11.4% | -7.4% |
| 6M | +7.9% | +0.1% | +7.8% | +8.6% |
| YTD | -56.0% | +8.2% | -64.3% | -60.7% |
| 1Y | -61.3% | +10.1% | -71.4% | -66.7% |
| All | -52.4% | +20.8% | -73.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling