+120.5%
WWJD vs VT
+152.2%
-31.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | -0.3% |
| 30D | +1.9% | +1.0% | +1.0% | +1.0% |
| 3M | +5.8% | +2.4% | +3.4% | +3.4% |
| 6M | +8.5% | +12.0% | -3.5% | -2.6% |
| YTD | +14.3% | +15.3% | -1.0% | -0.1% |
| 1Y | +21.5% | +22.6% | -1.1% | +0.2% |
| 3Y | +61.8% | +74.7% | -12.9% | -5.1% |
| 5Y | +46.7% | +66.1% | -19.4% | -10.0% |
| All | +120.5% | +152.2% | -31.7% | -9.4% |
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