-63.9%
WWR vs VT
+11.9%
-75.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -0.9% |
| 7D | +2.6% | +2.9% | -0.3% | -5.0% |
| 30D | -11.4% | -2.5% | -8.9% | -4.7% |
| 3M | -38.1% | -3.3% | -34.8% | -32.0% |
| 6M | -38.1% | +1.5% | -39.6% | -39.0% |
| YTD | -48.0% | +11.4% | -59.4% | -59.4% |
| 1Y | -63.9% | +11.9% | -75.8% | -72.0% |
| All | -63.9% | +11.9% | -75.8% | -72.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling