+4.6%
WDI price history and return analytics
+66.2%
-61.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -1.6% | +2.9% | -4.5% | -2.9% |
| 30D | -1.1% | -2.5% | +1.4% | -0.1% |
| 3M | -10.3% | -3.3% | -7.0% | -9.0% |
| 6M | -10.3% | +1.5% | -11.8% | -11.0% |
| YTD | -8.4% | +11.4% | -19.7% | -13.0% |
| 1Y | -9.3% | +11.9% | -21.2% | -14.1% |
| 3Y | +28.5% | +73.9% | -45.3% | -0.9% |
| 5Y | +9.0% | +57.9% | -48.9% | -15.9% |
| All | +4.6% | +66.2% | -61.6% | -19.6% |
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