+157.7%
WDIV price history and return analytics
+299.1%
-141.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.1% |
| 30D | +2.1% | +1.0% | +1.2% | +1.4% |
| 3M | +6.7% | +2.4% | +4.3% | +4.5% |
| 6M | +9.3% | +12.0% | -2.7% | -0.3% |
| YTD | +16.2% | +15.3% | +0.9% | +3.5% |
| 1Y | +23.2% | +22.6% | +0.6% | +4.4% |
| 3Y | +69.6% | +74.7% | -5.0% | +7.0% |
| 5Y | +58.0% | +66.1% | -8.1% | +2.9% |
| 10Y | +111.3% | +225.0% | -113.7% | -24.3% |
| All | +157.7% | +299.1% | -141.4% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling