+76.4%
WIA price history and return analytics
+356.5%
-280.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -1.4% | +2.4% | -3.8% | -1.7% |
| 30D | +1.1% | -1.5% | +2.6% | +1.3% |
| 3M | -3.2% | -4.1% | +0.9% | -2.7% |
| 6M | -3.4% | +0.6% | -3.9% | -3.5% |
| YTD | -2.1% | +11.0% | -13.1% | -3.6% |
| 1Y | -2.3% | +13.3% | -15.6% | -4.0% |
| 3Y | +20.0% | +73.4% | -53.4% | +11.0% |
| 5Y | -9.7% | +57.4% | -67.1% | -15.8% |
| 10Y | +37.9% | +221.7% | -183.9% | +16.8% |
| All | +76.4% | +356.5% | -280.1% | +37.0% |
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