-97.6%
WIMI price history and return analytics
+63.7%
-161.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.1% |
| 7D | -18.1% | -2.0% | -16.1% | -15.4% |
| 30D | -21.8% | -1.4% | -20.4% | -19.9% |
| 3M | -35.8% | +4.7% | -40.5% | -40.3% |
| 6M | -45.3% | +11.4% | -56.6% | -53.5% |
| YTD | -56.1% | +13.1% | -69.2% | -63.1% |
| 1Y | -74.3% | +19.0% | -93.3% | -79.7% |
| 3Y | -86.5% | +73.9% | -160.4% | -94.7% |
| 5Y | -97.6% | +65.4% | -163.0% | -98.8% |
| All | -97.6% | +63.7% | -161.3% | -98.8% |
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