-79.4%
WB price history and return analytics
+221.8%
-301.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +1.0% |
| 7D | -5.7% | +2.4% | -8.0% | -8.4% |
| 30D | -5.4% | -1.5% | -3.9% | -4.0% |
| 3M | -19.4% | -4.1% | -15.3% | -15.6% |
| 6M | -29.3% | +0.6% | -29.8% | -30.5% |
| YTD | -35.5% | +11.0% | -46.5% | -43.9% |
| 1Y | -35.9% | +13.3% | -49.3% | -45.7% |
| 3Y | -26.9% | +73.4% | -100.3% | -63.2% |
| 5Y | -81.4% | +57.4% | -138.8% | -89.3% |
| All | -79.4% | +221.8% | -301.2% | -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