-89.5%
WXM vs VT
+43.1%
-132.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +9.7% | +0.4% | +9.3% | +8.8% |
| 30D | +19.0% | +1.0% | +18.0% | +16.0% |
| 3M | -24.8% | +2.4% | -27.2% | -29.0% |
| 6M | +2.3% | +12.0% | -9.7% | -21.1% |
| YTD | -11.6% | +15.3% | -26.9% | -38.4% |
| 1Y | -84.1% | +22.6% | -106.7% | -90.8% |
| All | -89.5% | +43.1% | -132.6% | -96.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling