+261.5%
WAB price history and return analytics
+221.8%
+39.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.5% |
| 7D | +5.1% | +2.4% | +2.7% | +2.4% |
| 30D | +4.0% | -1.5% | +5.5% | +6.0% |
| 3M | +0.1% | -4.1% | +4.2% | +5.1% |
| 6M | +12.8% | +0.6% | +12.2% | +11.9% |
| YTD | +40.1% | +11.0% | +29.0% | +24.0% |
| 1Y | +46.4% | +13.3% | +33.0% | +26.6% |
| 3Y | +167.4% | +73.4% | +94.0% | +42.5% |
| 5Y | +215.0% | +57.4% | +157.6% | +88.3% |
| All | +261.5% | +221.8% | +39.7% | +4.8% |
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 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