+48.6%
WGO price history and return analytics
+229.8%
-181.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -1.0% |
| 7D | -7.8% | -1.1% | -6.7% | -6.4% |
| 30D | -11.7% | -1.0% | -10.7% | -10.4% |
| 3M | +1.7% | +3.2% | -1.5% | -2.8% |
| 6M | -14.8% | +12.5% | -27.3% | -28.3% |
| YTD | -27.2% | +14.1% | -41.3% | -40.0% |
| 1Y | -16.3% | +18.9% | -35.2% | -35.0% |
| 3Y | -48.1% | +74.1% | -122.2% | -76.1% |
| 5Y | -54.2% | +66.9% | -121.0% | -77.4% |
| All | +48.6% | +229.8% | -181.2% | -70.4% |
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