-35.5%
WCLD price history and return analytics
+66.2%
-101.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.2% |
| 7D | -5.3% | +1.0% | -6.3% | -6.7% |
| 30D | +1.3% | -0.2% | +1.5% | +1.8% |
| 3M | +24.2% | +4.5% | +19.6% | +15.0% |
| 6M | +32.9% | +14.1% | +18.8% | +5.4% |
| YTD | +12.9% | +14.8% | -1.9% | -11.7% |
| 1Y | +8.8% | +21.2% | -12.4% | -22.6% |
| 3Y | +24.6% | +76.6% | -51.9% | -54.7% |
| 5Y | -35.5% | +66.6% | -102.1% | -72.2% |
| All | -35.5% | +66.2% | -101.7% | -72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling