-67.9%
WBX price history and return analytics
+74.8%
-142.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.8% |
| 7D | -0.3% | -1.1% | +0.8% | +1.9% |
| 30D | +6.1% | -1.0% | +7.1% | +8.1% |
| 3M | +29.8% | +3.2% | +26.7% | +23.4% |
| 6M | +24.4% | +12.5% | +12.0% | -1.8% |
| YTD | +41.5% | +14.1% | +27.4% | +8.5% |
| 1Y | -20.4% | +18.9% | -39.3% | -43.9% |
| 3Y | +22.6% | +74.1% | -51.5% | -48.6% |
| 5Y | -66.6% | +66.9% | -133.5% | -85.9% |
| All | -67.9% | +74.8% | -142.7% | -86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling