-84.0%
WXM vs VT
+10.7%
-94.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -4.1% | -6.5% | -6.3% |
| 7D | -37.4% | -4.2% | -33.2% | -34.2% |
| 30D | -47.5% | -5.8% | -41.7% | -44.1% |
| 3M | -50.9% | -5.2% | -45.7% | -48.1% |
| 6M | -58.0% | +0.1% | -58.1% | -57.6% |
| YTD | -63.5% | +8.2% | -71.8% | -68.7% |
| 1Y | -84.0% | +10.1% | -94.1% | -87.2% |
| All | -84.0% | +10.7% | -94.7% | -87.2% |
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