+53.6%
WCLD price history and return analytics
+145.4%
-91.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.8% |
| 7D | -5.0% | -0.1% | -4.9% | -4.8% |
| 30D | -2.9% | -0.7% | -2.2% | -2.0% |
| 3M | +24.8% | +4.0% | +20.8% | +18.3% |
| 6M | +31.4% | +12.3% | +19.1% | +12.1% |
| YTD | +11.1% | +14.0% | -2.9% | -7.3% |
| 1Y | +7.5% | +20.3% | -12.8% | -16.3% |
| 3Y | +22.7% | +75.4% | -52.8% | -40.2% |
| 5Y | -36.5% | +66.0% | -102.4% | -66.0% |
| All | +53.6% | +145.4% | -91.8% | -42.7% |
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