+61.6%
WCBR price history and return analytics
+88.2%
-26.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.9% |
| 7D | -1.3% | -2.0% | +0.7% | +1.4% |
| 30D | -5.8% | -1.4% | -4.3% | -3.8% |
| 3M | +23.8% | +4.7% | +19.1% | +16.2% |
| 6M | +51.8% | +11.4% | +40.4% | +30.0% |
| YTD | +42.2% | +13.1% | +29.2% | +18.9% |
| 1Y | +28.3% | +19.0% | +9.3% | -0.3% |
| 3Y | +87.9% | +73.9% | +14.0% | -15.9% |
| 5Y | +45.2% | +65.4% | -20.2% | -27.7% |
| All | +61.6% | +88.2% | -26.6% | -33.9% |
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