-73.4%
WGS price history and return analytics
+119.1%
-192.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.8% |
| 7D | +1.2% | +1.0% | +0.2% | -0.7% |
| 30D | +11.4% | -0.2% | +11.6% | +11.9% |
| 3M | +65.8% | +4.5% | +61.2% | +52.9% |
| 6M | -2.5% | +14.1% | -16.6% | -25.4% |
| YTD | -34.0% | +14.8% | -48.7% | -50.7% |
| 1Y | -33.6% | +21.2% | -54.8% | -55.5% |
| 3Y | +1,754.6% | +76.6% | +1,678.1% | +478.6% |
| 5Y | -70.0% | +66.6% | -136.6% | -88.9% |
| All | -73.4% | +119.1% | -192.6% | -90.5% |
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