-2.2%
WDEF price history and return analytics
+26.6%
-28.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | -1.1% | +1.0% | -2.1% | -2.1% |
| 30D | -8.7% | -0.2% | -8.5% | -8.5% |
| 3M | +0.7% | +4.5% | -3.8% | -4.0% |
| 6M | -10.0% | +14.1% | -24.0% | -22.6% |
| YTD | +1.3% | +14.8% | -13.5% | -12.9% |
| 1Y | -1.8% | +21.2% | -23.0% | -19.1% |
| All | -2.2% | +26.6% | -28.8% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling