+102.5%
WY vs ITOT
+879.4%
-776.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -1.9% |
| 7D | -3.7% | -2.0% | -1.6% | -1.2% |
| 30D | -11.3% | -2.0% | -9.3% | -9.2% |
| 3M | -8.1% | +4.5% | -12.7% | -13.4% |
| 6M | -7.4% | +12.6% | -20.1% | -20.7% |
| YTD | -4.7% | +12.0% | -16.7% | -18.0% |
| 1Y | -9.2% | +17.3% | -26.5% | -26.6% |
| 3Y | -24.7% | +75.2% | -99.9% | -64.2% |
| 5Y | -21.6% | +74.0% | -95.6% | -63.0% |
| 10Y | +6.7% | +298.6% | -292.0% | -81.6% |
| All | +102.5% | +879.4% | -776.9% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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