+255.2%
WGO price history and return analytics
+368.8%
-113.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.2% |
| 7D | -4.0% | -0.1% | -3.8% | -3.8% |
| 30D | -9.1% | -0.7% | -8.5% | -8.3% |
| 3M | +2.4% | +4.0% | -1.6% | -3.0% |
| 6M | -15.5% | +12.3% | -27.8% | -28.0% |
| YTD | -25.9% | +14.0% | -39.9% | -38.2% |
| 1Y | -14.0% | +20.3% | -34.3% | -33.1% |
| 3Y | -47.8% | +75.4% | -123.2% | -74.8% |
| 5Y | -52.9% | +66.0% | -118.9% | -75.4% |
| 10Y | +53.7% | +228.2% | -174.5% | -64.1% |
| All | +255.2% | +368.8% | -113.6% | -34.4% |
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 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