+1,256.5%
WAB price history and return analytics
+355.4%
+901.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.3% |
| 7D | +4.0% | -0.1% | +4.2% | +4.3% |
| 30D | +6.3% | -3.1% | +9.4% | +10.2% |
| 3M | +3.3% | -3.5% | +6.8% | +7.5% |
| 6M | +14.5% | +0.5% | +14.0% | +13.7% |
| YTD | +42.7% | +10.8% | +31.9% | +27.2% |
| 1Y | +45.2% | +11.9% | +33.3% | +28.1% |
| 3Y | +173.8% | +73.0% | +100.8% | +49.7% |
| 5Y | +223.8% | +58.6% | +165.2% | +95.1% |
| 10Y | +280.5% | +219.2% | +61.3% | +8.7% |
| All | +1,256.5% | +355.4% | +901.1% | +190.1% |
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 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