-6.4%
WAL price history and return analytics
+66.2%
-72.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | +3.5% | +1.0% | +2.5% | +1.7% |
| 30D | -1.2% | -0.2% | -1.0% | -0.8% |
| 3M | +0.4% | +4.5% | -4.1% | -7.6% |
| 6M | +9.3% | +14.1% | -4.7% | -14.5% |
| YTD | -3.4% | +14.8% | -18.2% | -25.1% |
| 1Y | -8.7% | +21.2% | -29.8% | -35.9% |
| 3Y | +76.5% | +76.6% | -0.1% | -37.3% |
| 5Y | -6.4% | +66.6% | -73.0% | -62.3% |
| All | -6.4% | +66.2% | -72.6% | -62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling