+229.7%
WAT price history and return analytics
+222.7%
+7.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.3% |
| 7D | +2.0% | +2.9% | -0.9% | -0.7% |
| 30D | +7.7% | -2.5% | +10.2% | +10.4% |
| 3M | +11.1% | -3.3% | +14.4% | +14.8% |
| 6M | +31.2% | +1.5% | +29.7% | +29.0% |
| YTD | +21.7% | +11.4% | +10.3% | +9.3% |
| 1Y | +19.3% | +11.9% | +7.4% | +6.7% |
| 3Y | +80.6% | +73.9% | +6.7% | +6.0% |
| 5Y | +29.5% | +57.9% | -28.4% | -16.8% |
| All | +229.7% | +222.7% | +7.0% | +10.0% |
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