+9.5%
WDI price history and return analytics
+53.4%
-43.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +0.8% | -2.3% | +3.1% | +1.8% |
| 30D | +1.3% | -5.0% | +6.3% | +3.6% |
| 3M | -7.1% | -4.9% | -2.3% | -5.1% |
| 6M | -10.1% | -1.5% | -8.6% | -9.7% |
| YTD | -6.2% | +8.5% | -14.7% | -10.0% |
| 1Y | -6.5% | +11.4% | -17.9% | -11.4% |
| 3Y | +30.9% | +70.1% | -39.2% | +0.9% |
| All | +9.5% | +53.4% | -43.9% | -14.2% |
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