+37.7%
WABC price history and return analytics
+221.8%
-184.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -0.6% | +2.4% | -3.0% | -2.5% |
| 30D | +2.1% | -1.5% | +3.6% | +3.2% |
| 3M | 0.0% | -4.1% | +4.1% | +3.2% |
| 6M | +12.2% | +0.6% | +11.7% | +10.8% |
| YTD | +28.6% | +11.0% | +17.6% | +16.4% |
| 1Y | +27.7% | +13.3% | +14.4% | +13.6% |
| 3Y | +38.4% | +73.4% | -35.0% | -14.2% |
| 5Y | +23.8% | +57.4% | -33.7% | -17.3% |
| All | +37.7% | +221.8% | -184.1% | -58.7% |
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