+187.3%
WWD vs VT
+57.4%
+130.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +2.0% |
| 7D | +4.2% | +0.4% | +3.8% | +3.8% |
| 30D | -0.8% | -2.6% | +1.8% | +2.3% |
| 3M | -8.2% | -3.2% | -4.9% | -4.6% |
| 6M | -9.8% | +0.9% | -10.8% | -10.7% |
| YTD | +10.4% | +11.3% | -0.9% | -1.5% |
| 1Y | +25.5% | +14.0% | +11.5% | +9.3% |
| 3Y | +155.8% | +75.8% | +80.0% | +42.7% |
| 5Y | +187.3% | +57.8% | +129.5% | +82.2% |
| All | +187.3% | +57.4% | +130.0% | +82.2% |
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