-83.0%
WGS price history and return analytics
+111.5%
-194.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.1% | -15.7% |
| 7D | -20.1% | -0.1% | -20.0% | -19.7% |
| 30D | -18.6% | -3.1% | -15.5% | -13.0% |
| 3M | -29.6% | -3.5% | -26.1% | -24.1% |
| 6M | +34.5% | +0.5% | +34.0% | +35.0% |
| YTD | -57.8% | +10.8% | -68.6% | -66.1% |
| 1Y | -61.6% | +11.9% | -73.5% | -69.6% |
| 3Y | +4,217.3% | +73.0% | +4,144.3% | +1,319.8% |
| 5Y | -79.2% | +58.6% | -137.8% | -91.6% |
| All | -83.0% | +111.5% | -194.6% | -93.5% |
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