-55.1%
WW vs VT
+26.0%
-81.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.7% | -8.3% | -10.2% |
| 7D | -15.7% | -0.3% | -15.4% | -15.4% |
| 30D | -18.4% | -1.4% | -17.0% | -15.6% |
| 3M | -26.6% | -1.4% | -25.2% | -23.7% |
| 6M | +11.2% | +5.5% | +5.7% | +2.4% |
| YTD | -58.5% | +12.8% | -71.3% | -65.4% |
| 1Y | -60.9% | +15.4% | -76.3% | -68.9% |
| All | -55.1% | +26.0% | -81.0% | -65.3% |
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