+152.7%
WAL price history and return analytics
+222.7%
-69.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.7% |
| 7D | +0.7% | -0.1% | +0.8% | +0.9% |
| 30D | -0.5% | -0.7% | +0.2% | +0.6% |
| 3M | -2.2% | +4.0% | -6.2% | -8.6% |
| 6M | +9.7% | +12.3% | -2.6% | -9.7% |
| YTD | -3.8% | +14.0% | -17.8% | -22.5% |
| 1Y | -8.0% | +20.3% | -28.3% | -32.0% |
| 3Y | +75.9% | +75.4% | +0.4% | -27.1% |
| 5Y | -8.6% | +66.0% | -74.5% | -56.4% |
| 10Y | +152.7% | +228.2% | -75.5% | -50.3% |
| All | +152.7% | +222.7% | -69.9% | -50.3% |
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