+1,008.7%
WAL price history and return analytics
+357.6%
+651.1%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -1.5% |
| 7D | -1.9% | +0.4% | -2.2% | -2.4% |
| 30D | +3.9% | -2.6% | +6.5% | +7.8% |
| 3M | -4.6% | -3.2% | -1.4% | -0.2% |
| 6M | -4.7% | +0.9% | -5.7% | -6.7% |
| YTD | -6.8% | +11.3% | -18.1% | -20.4% |
| 1Y | -1.5% | +14.0% | -15.5% | -18.7% |
| 3Y | +87.1% | +75.8% | +11.3% | -14.0% |
| 5Y | -28.3% | +57.8% | -86.1% | -59.2% |
| 10Y | +123.6% | +219.8% | -96.2% | -46.8% |
| All | +1,008.7% | +357.6% | +651.1% | +132.2% |
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