+77.0%
WAR price history and return analytics
+39.7%
+37.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.9% |
| 7D | +3.2% | +1.0% | +2.1% | +1.6% |
| 30D | -3.5% | -0.2% | -3.2% | -3.0% |
| 3M | -6.1% | +4.5% | -10.6% | -11.1% |
| 6M | +22.6% | +14.1% | +8.5% | +4.3% |
| YTD | +34.9% | +14.8% | +20.2% | +14.2% |
| 1Y | +46.9% | +21.2% | +25.7% | +17.1% |
| All | +77.0% | +39.7% | +37.3% | +19.8% |
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