-79.2%
WB price history and return analytics
+53.4%
-132.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.8% |
| 7D | +5.2% | -2.3% | +7.5% | +7.9% |
| 30D | +0.8% | -5.0% | +5.7% | +6.9% |
| 3M | -17.1% | -4.9% | -12.3% | -12.3% |
| 6M | -22.9% | -1.5% | -21.4% | -22.3% |
| YTD | -31.6% | +8.5% | -40.1% | -39.1% |
| 1Y | -34.0% | +11.4% | -45.4% | -43.2% |
| 3Y | -30.4% | +70.1% | -100.4% | -65.8% |
| All | -79.2% | +53.4% | -132.6% | -88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling