+289.9%
WAB price history and return analytics
+222.7%
+67.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.7% |
| 7D | +0.2% | -0.1% | +0.4% | +0.4% |
| 30D | -4.6% | -0.7% | -3.9% | -3.8% |
| 3M | +5.6% | +4.0% | +1.6% | +0.9% |
| 6M | +13.8% | +12.3% | +1.5% | -0.6% |
| YTD | +31.9% | +14.0% | +17.8% | +13.1% |
| 1Y | +48.3% | +20.3% | +28.0% | +19.7% |
| 3Y | +167.1% | +75.4% | +91.7% | +40.5% |
| 5Y | +222.9% | +66.0% | +156.9% | +81.6% |
| 10Y | +289.9% | +228.2% | +61.7% | +7.2% |
| All | +289.9% | +222.7% | +67.2% | +7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling