-33.3%
WW vs VT
+28.8%
-62.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +11.2% | +0.4% | +10.8% | +10.3% |
| 30D | +16.9% | +1.0% | +16.0% | +14.7% |
| 3M | +4.4% | +2.4% | +2.0% | -0.2% |
| 6M | -21.9% | +12.0% | -33.9% | -35.5% |
| YTD | -38.3% | +15.3% | -53.7% | -51.3% |
| 1Y | -43.6% | +22.6% | -66.2% | -58.5% |
| All | -33.3% | +28.8% | -62.0% | -51.1% |
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