+7.1%
WDI price history and return analytics
+65.4%
-58.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | +1.1% | -3.1% | +4.2% | +2.5% |
| 3M | -7.5% | -3.5% | -4.0% | -6.1% |
| 6M | -9.5% | +0.5% | -10.0% | -9.9% |
| YTD | -6.2% | +10.8% | -17.0% | -10.7% |
| 1Y | -7.1% | +11.9% | -19.0% | -12.0% |
| 3Y | +31.6% | +73.0% | -41.4% | +1.7% |
| 5Y | +10.0% | +58.6% | -48.6% | -14.9% |
| All | +7.1% | +65.4% | -58.3% | -17.5% |
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 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