-78.6%
WXM vs VT
+10.5%
-89.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +0.2% | +12.7% | +12.7% |
| 7D | -21.1% | -2.3% | -18.7% | -18.7% |
| 30D | -40.8% | -5.0% | -35.9% | -37.7% |
| 3M | -52.4% | -4.9% | -47.5% | -50.0% |
| 6M | -55.3% | -1.5% | -53.8% | -54.1% |
| YTD | -58.8% | +8.5% | -67.3% | -63.8% |
| 1Y | -78.6% | +11.4% | -89.9% | -83.1% |
| All | -78.6% | +10.5% | -89.1% | -83.1% |
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