-86.5%
WALD price history and return analytics
+76.1%
-162.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.6% |
| 7D | -2.9% | -2.0% | -0.9% | -1.5% |
| 30D | +1.5% | -1.4% | +3.0% | +2.5% |
| 3M | -28.9% | +4.7% | -33.6% | -31.3% |
| 6M | -13.6% | +11.4% | -25.0% | -19.0% |
| YTD | -29.3% | +13.1% | -42.3% | -34.2% |
| 1Y | -20.8% | +19.0% | -39.9% | -28.6% |
| 3Y | -83.8% | +73.9% | -157.8% | -87.0% |
| 5Y | -86.5% | +65.4% | -151.9% | -89.1% |
| All | -86.5% | +76.1% | -162.6% | -89.3% |
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