+228.3%
WAT price history and return analytics
+221.8%
+6.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +0.6% | +2.4% | -1.8% | -1.6% |
| 30D | +5.4% | -1.5% | +6.9% | +7.0% |
| 3M | +11.3% | -4.1% | +15.4% | +16.0% |
| 6M | +37.4% | +0.6% | +36.9% | +36.4% |
| YTD | +21.2% | +11.0% | +10.1% | +9.1% |
| 1Y | +21.3% | +13.3% | +8.0% | +7.1% |
| 3Y | +83.4% | +73.4% | +10.0% | +7.9% |
| 5Y | +29.0% | +57.4% | -28.5% | -16.9% |
| All | +228.3% | +221.8% | +6.6% | +9.8% |
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