+59.8%
WBIF price history and return analytics
+229.5%
-169.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.3% |
| 7D | -2.2% | -1.1% | -1.1% | -1.7% |
| 30D | -2.2% | -1.0% | -1.2% | -1.7% |
| 3M | +4.2% | +3.2% | +1.0% | +2.6% |
| 6M | +12.6% | +12.5% | +0.1% | +6.5% |
| YTD | +16.7% | +14.1% | +2.6% | +9.7% |
| 1Y | +18.1% | +18.9% | -0.8% | +8.9% |
| 3Y | +32.8% | +74.1% | -41.3% | +3.6% |
| 5Y | +20.0% | +66.9% | -46.9% | -5.2% |
| 10Y | +80.6% | +228.3% | -147.7% | +7.4% |
| All | +59.8% | +229.5% | -169.7% | -2.7% |
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 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