-80.2%
WB price history and return analytics
+217.6%
-297.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | +0.6% | -0.1% | +0.8% | +0.5% |
| 30D | -3.1% | -3.1% | 0.0% | +0.2% |
| 3M | -20.6% | -3.5% | -17.1% | -17.5% |
| 6M | -25.3% | +0.5% | -25.8% | -26.5% |
| YTD | -33.6% | +10.8% | -44.4% | -42.1% |
| 1Y | -37.2% | +11.9% | -49.1% | -45.9% |
| 3Y | -25.8% | +73.0% | -98.8% | -62.5% |
| 5Y | -79.9% | +58.6% | -138.5% | -88.5% |
| 10Y | -80.2% | +219.2% | -299.4% | -96.3% |
| All | -80.2% | +217.6% | -297.9% | -96.3% |
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 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