+162.4%
WWD vs VT
+53.2%
+109.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.1% | -1.9% | -1.5% |
| 7D | -2.6% | -4.2% | +1.6% | +2.2% |
| 30D | -7.7% | -5.8% | -1.9% | -1.3% |
| 3M | -17.7% | -5.2% | -12.5% | -12.6% |
| 6M | -15.9% | +0.1% | -16.0% | -16.0% |
| YTD | +1.8% | +8.2% | -6.5% | -6.4% |
| 1Y | +17.4% | +10.1% | +7.3% | +6.2% |
| 3Y | +137.1% | +69.7% | +67.4% | +37.5% |
| 5Y | +162.4% | +53.4% | +109.0% | +73.5% |
| All | +162.4% | +53.2% | +109.2% | +73.5% |
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