-82.4%
VWAV price history and return analytics
+26.0%
-108.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -5.6% | +1.0% | -6.6% | -6.1% |
| 30D | -58.9% | -0.2% | -58.6% | -58.7% |
| 3M | -89.5% | +4.5% | -94.0% | -89.6% |
| 6M | -92.5% | +14.1% | -106.5% | -92.2% |
| YTD | -93.8% | +14.8% | -108.5% | -93.2% |
| 1Y | -95.0% | +21.2% | -116.2% | -91.3% |
| All | -82.4% | +26.0% | -108.4% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling