+96.7%
WABC price history and return analytics
+346.0%
-249.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -0.7% | -2.3% | +1.6% | +1.3% |
| 30D | +3.4% | -5.0% | +8.4% | +8.0% |
| 3M | +1.1% | -4.9% | +6.0% | +5.3% |
| 6M | +11.2% | -1.5% | +12.8% | +11.8% |
| YTD | +29.4% | +8.5% | +20.9% | +18.8% |
| 1Y | +31.1% | +11.4% | +19.8% | +17.5% |
| 3Y | +36.0% | +70.1% | -34.1% | -16.9% |
| 5Y | +24.5% | +53.7% | -29.2% | -18.2% |
| 10Y | +66.7% | +220.0% | -153.3% | -45.1% |
| All | +96.7% | +346.0% | -249.3% | -45.6% |
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