+10.7%
WANT price history and return analytics
+72.7%
-62.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | +1.6% |
| 7D | -11.4% | -2.0% | -9.4% | -4.8% |
| 30D | -18.5% | -1.4% | -17.0% | -14.1% |
| 3M | -8.9% | +4.7% | -13.7% | -22.3% |
| 6M | -15.9% | +11.4% | -27.2% | -41.6% |
| YTD | -28.4% | +13.1% | -41.4% | -52.9% |
| 1Y | -26.6% | +19.0% | -45.6% | -59.5% |
| All | +10.7% | +72.7% | -62.0% | -81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling