-18.8%
WWR vs VT
+19.6%
-38.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -5.7% |
| 7D | 0.0% | -1.1% | +1.1% | +2.7% |
| 30D | -11.1% | -1.0% | -10.1% | -9.1% |
| 3M | +9.8% | +3.2% | +6.7% | +3.8% |
| 6M | -32.5% | +12.5% | -45.0% | -46.6% |
| YTD | -25.3% | +14.1% | -39.4% | -41.4% |
| 1Y | -18.8% | +18.9% | -37.7% | -33.8% |
| All | -18.8% | +19.6% | -38.5% | -33.8% |
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