+60.1%
WABC price history and return analytics
+221.4%
-161.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | +0.5% | +1.0% | -0.5% | -0.3% |
| 30D | -1.2% | -0.2% | -0.9% | -1.0% |
| 3M | +4.3% | +4.5% | -0.3% | +0.2% |
| 6M | +18.4% | +14.1% | +4.4% | +5.4% |
| YTD | +25.4% | +14.8% | +10.6% | +10.8% |
| 1Y | +22.2% | +21.2% | +1.0% | +3.0% |
| 3Y | +49.4% | +76.6% | -27.2% | -8.6% |
| 5Y | +23.7% | +66.6% | -42.9% | -21.2% |
| 10Y | +60.1% | +222.3% | -162.2% | -48.4% |
| All | +60.1% | +221.4% | -161.3% | -48.4% |
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