-55.1%
WBTN price history and return analytics
+45.9%
-101.0%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.1% | +3.7% |
| 7D | +3.3% | -2.0% | +5.3% | +6.8% |
| 30D | +17.2% | -1.4% | +18.6% | +19.7% |
| 3M | -7.9% | +4.7% | -12.6% | -15.3% |
| 6M | +5.2% | +11.4% | -6.2% | -13.8% |
| YTD | -20.8% | +13.1% | -33.9% | -37.0% |
| 1Y | -26.4% | +19.0% | -45.5% | -46.3% |
| All | -55.1% | +45.9% | -101.0% | -75.3% |
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 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