+113.7%
WWW vs VT
+345.0%
-231.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.1% | -3.6% | -3.7% |
| 7D | +5.4% | -4.2% | +9.6% | +10.1% |
| 30D | +12.3% | -5.8% | +18.1% | +19.2% |
| 3M | +11.2% | -5.2% | +16.5% | +17.5% |
| 6M | +29.6% | +0.1% | +29.5% | +29.6% |
| YTD | +21.6% | +8.2% | +13.4% | +13.1% |
| 1Y | +32.0% | +10.1% | +21.9% | +20.9% |
| 3Y | +175.8% | +69.7% | +106.1% | +74.8% |
| 5Y | -34.5% | +53.4% | -87.9% | -53.2% |
| 10Y | +22.4% | +219.2% | -196.9% | -48.9% |
| All | +113.7% | +345.0% | -231.3% | -23.6% |
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