-53.1%
WBTN price history and return analytics
+47.2%
-100.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +3.0% |
| 7D | +8.1% | -1.1% | +9.2% | +10.1% |
| 30D | +24.9% | -1.0% | +25.9% | +26.8% |
| 3M | -7.3% | +3.2% | -10.5% | -12.4% |
| 6M | +18.5% | +12.5% | +6.0% | -4.6% |
| YTD | -17.3% | +14.1% | -31.3% | -35.1% |
| 1Y | -23.2% | +18.9% | -42.1% | -43.7% |
| All | -53.1% | +47.2% | -100.3% | -74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling