+80.9%
WT price history and return analytics
+21.4%
+59.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.1% |
| 7D | -0.2% | +1.0% | -1.2% | -1.6% |
| 30D | +15.1% | -0.2% | +15.3% | +15.5% |
| 3M | +39.0% | +4.5% | +34.5% | +30.4% |
| 6M | +47.4% | +14.1% | +33.3% | +23.1% |
| YTD | +101.3% | +14.8% | +86.5% | +67.0% |
| 1Y | +80.9% | +21.2% | +59.7% | +41.1% |
| All | +80.9% | +21.4% | +59.5% | +41.1% |
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