+14.2%
WYFI vs VT
+22.4%
-8.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -0.4% |
| 7D | -1.3% | -2.0% | +0.7% | +7.5% |
| 30D | -23.5% | -1.4% | -22.1% | -18.5% |
| 3M | -18.8% | +4.7% | -23.5% | -31.0% |
| 6M | +16.8% | +11.4% | +5.4% | -17.6% |
| YTD | +17.3% | +13.1% | +4.2% | -19.7% |
| 1Y | -21.4% | +19.0% | -40.4% | -51.4% |
| All | +14.2% | +22.4% | -8.2% | -32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling