-61.3%
WWR vs VT
+13.0%
-74.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | -1.8% |
| 7D | +2.5% | +0.4% | +2.1% | +1.4% |
| 30D | -10.9% | -2.6% | -8.3% | -3.8% |
| 3M | -46.8% | -3.2% | -43.5% | -41.5% |
| 6M | -37.9% | +0.9% | -38.8% | -37.7% |
| YTD | -45.3% | +11.3% | -56.6% | -57.3% |
| All | -61.3% | +13.0% | -74.3% | -70.5% |
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 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