+15.5%
WYFI vs VT
+23.4%
-7.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.0% | +7.5% | +4.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -29.4% | +0.8% | -30.2% | -31.7% |
| 3M | -33.0% | +2.8% | -35.8% | -38.3% |
| 6M | +20.2% | +13.0% | +7.2% | -20.7% |
| YTD | +18.9% | +15.4% | +3.5% | -27.1% |
| All | +15.5% | +23.4% | -7.9% | -43.7% |
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