-79.7%
WGS price history and return analytics
+57.0%
-136.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.5% |
| 7D | -16.0% | +2.4% | -18.4% | -19.6% |
| 30D | -23.7% | -1.5% | -22.2% | -20.7% |
| 3M | -33.8% | -4.1% | -29.7% | -27.6% |
| 6M | +34.5% | +0.6% | +33.9% | +34.8% |
| YTD | -59.7% | +11.0% | -70.8% | -68.0% |
| 1Y | -59.8% | +13.3% | -73.2% | -69.3% |
| 3Y | +4,123.4% | +73.4% | +4,050.0% | +1,217.2% |
| All | -79.7% | +57.0% | -136.7% | -92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling