-3.9%
WY vs VT
+11.9%
-15.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -0.8% | +2.4% | -3.2% | -1.5% |
| 30D | +10.1% | -1.5% | +11.6% | +10.5% |
| 3M | -15.4% | -4.1% | -11.3% | -14.2% |
| 6M | -8.3% | +0.6% | -8.9% | -8.7% |
| YTD | -9.8% | +11.0% | -20.9% | -14.9% |
| 1Y | -3.9% | +13.3% | -17.2% | -10.4% |
| All | -3.9% | +11.9% | -15.8% | -10.4% |
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