+42.6%
WILC price history and return analytics
+23.4%
+19.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.5% | -1.9% |
| 7D | +5.7% | +0.1% | +5.6% | +5.6% |
| 30D | -9.0% | +3.6% | -12.6% | -10.7% |
| 3M | -17.8% | +2.8% | -20.6% | -18.7% |
| 6M | +8.2% | +13.0% | -4.7% | -0.1% |
| YTD | -1.8% | +15.4% | -17.2% | -10.5% |
| All | +42.6% | +23.4% | +19.3% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling