+135.0%
WAVE price history and return analytics
+74.2%
+60.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.5% | -3.8% |
| 7D | -9.8% | -0.1% | -9.7% | -9.7% |
| 30D | -24.1% | -0.7% | -23.4% | -23.7% |
| 3M | -30.4% | +4.0% | -34.4% | -32.0% |
| 6M | -1.6% | +12.3% | -13.9% | -8.9% |
| YTD | -5.8% | +14.0% | -19.8% | -13.8% |
| 1Y | -37.9% | +20.3% | -58.2% | -45.1% |
| All | +135.0% | +74.2% | +60.9% | +92.3% |
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