+60.0%
WCEO price history and return analytics
+88.8%
-28.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.5% |
| 7D | 0.0% | -0.7% | +0.7% | +0.7% |
| 30D | +5.0% | -1.7% | +6.8% | +6.9% |
| 3M | +1.1% | -2.3% | +3.4% | +3.5% |
| 6M | +11.6% | +1.5% | +10.0% | +9.3% |
| YTD | +20.9% | +12.0% | +8.8% | +6.1% |
| 1Y | +24.4% | +12.9% | +11.5% | +8.2% |
| 3Y | +67.3% | +74.9% | -7.7% | -12.4% |
| All | +60.0% | +88.8% | -28.8% | -24.2% |
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