-91.4%
WALD price history and return analytics
+76.3%
-167.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.7% |
| 7D | -10.5% | -0.3% | -10.3% | -10.5% |
| 30D | -28.0% | 0.0% | -28.0% | -28.0% |
| 3M | -52.2% | +13.7% | -66.0% | -55.6% |
| 6M | -52.2% | +13.7% | -66.0% | -55.6% |
| YTD | -52.2% | +13.7% | -66.0% | -55.6% |
| 1Y | -58.3% | +16.6% | -74.9% | -61.8% |
| 3Y | -90.8% | +79.8% | -170.6% | -92.6% |
| 5Y | -91.3% | +65.8% | -157.1% | -93.0% |
| All | -91.4% | +76.3% | -167.7% | -93.1% |
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