-40.7%
WAY price history and return analytics
+21.4%
-62.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | -5.9% | +1.0% | -6.9% | -6.1% |
| 30D | 0.0% | -0.2% | +0.3% | +0.1% |
| 3M | +27.7% | +4.5% | +23.2% | +26.6% |
| 6M | -5.7% | +14.1% | -19.8% | -12.1% |
| YTD | -26.0% | +14.8% | -40.7% | -31.8% |
| 1Y | -40.7% | +21.2% | -61.9% | -45.0% |
| All | -40.7% | +21.4% | -62.1% | -45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling