+158.7%
WBD price history and return analytics
+353.8%
-195.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +1.0% | +3.2% | -2.1% | -2.2% |
| 30D | -0.7% | +7.1% | -7.9% | -7.6% |
| 3M | -2.7% | +5.2% | -7.9% | -8.1% |
| 6M | +18.2% | +11.2% | +7.0% | +5.3% |
| YTD | -5.5% | +10.4% | -15.9% | -15.1% |
| 1Y | +200.3% | +33.2% | +167.1% | +122.9% |
| 3Y | +120.0% | +77.8% | +42.2% | +26.8% |
| 5Y | -25.9% | +70.4% | -96.3% | -54.2% |
| 10Y | -6.0% | +233.3% | -239.3% | -69.1% |
| All | +158.7% | +353.8% | -195.1% | -34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling