+38.7%
WASH price history and return analytics
+223.7%
-185.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | -0.5% |
| 7D | -1.2% | +0.4% | -1.6% | -1.6% |
| 30D | +6.3% | -2.6% | +8.9% | +9.1% |
| 3M | +3.0% | -3.2% | +6.2% | +6.3% |
| 6M | +25.7% | +0.9% | +24.7% | +24.0% |
| YTD | +42.5% | +11.3% | +31.2% | +27.3% |
| 1Y | +49.6% | +14.0% | +35.6% | +30.3% |
| 3Y | +103.4% | +75.8% | +27.6% | +16.4% |
| 5Y | -4.7% | +57.8% | -62.6% | -39.7% |
| 10Y | +38.7% | +219.8% | -181.1% | -60.8% |
| All | +38.7% | +223.7% | -185.0% | -60.8% |
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 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