+46.3%
WAR price history and return analytics
+35.5%
+10.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +1.8% |
| 7D | -4.4% | +0.4% | -4.7% | -4.6% |
| 30D | -16.9% | -2.6% | -14.3% | -13.0% |
| 3M | -20.2% | -3.2% | -17.0% | -15.5% |
| 6M | -17.9% | +0.9% | -18.8% | -17.2% |
| YTD | +11.5% | +11.3% | +0.2% | -0.5% |
| 1Y | +16.7% | +14.0% | +2.7% | +1.4% |
| All | +46.3% | +35.5% | +10.8% | +4.4% |
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