+636.8%
WAT price history and return analytics
+357.6%
+279.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +1.9% |
| 7D | +6.0% | +0.4% | +5.7% | +5.7% |
| 30D | +9.9% | -2.6% | +12.5% | +12.5% |
| 3M | +17.2% | -3.2% | +20.4% | +20.6% |
| 6M | +34.2% | +0.9% | +33.3% | +32.9% |
| YTD | +25.5% | +11.3% | +14.2% | +14.3% |
| 1Y | +28.3% | +14.0% | +14.3% | +14.4% |
| 3Y | +88.4% | +75.8% | +12.5% | +16.8% |
| 5Y | +36.1% | +57.8% | -21.7% | -7.3% |
| 10Y | +234.8% | +219.8% | +15.0% | +27.6% |
| All | +636.8% | +357.6% | +279.2% | +102.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling