+1,232.8%
WAB price history and return analytics
+357.6%
+875.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +2.3% |
| 7D | +4.0% | +0.4% | +3.6% | +3.7% |
| 30D | +4.5% | -2.6% | +7.1% | +7.7% |
| 3M | +2.3% | -3.2% | +5.5% | +6.2% |
| 6M | +12.5% | +0.9% | +11.5% | +11.2% |
| YTD | +40.2% | +11.3% | +28.9% | +24.3% |
| 1Y | +45.2% | +14.0% | +31.2% | +25.5% |
| 3Y | +171.8% | +75.8% | +96.0% | +45.9% |
| 5Y | +217.6% | +57.8% | +159.8% | +92.5% |
| 10Y | +285.3% | +219.8% | +65.5% | +9.8% |
| All | +1,232.8% | +357.6% | +875.2% | +183.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling