-31.8%
WINA price history and return analytics
+21.4%
-53.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | -4.2% | +1.0% | -5.2% | -4.9% |
| 30D | -14.9% | -0.2% | -14.7% | -14.8% |
| 3M | -15.4% | +4.5% | -20.0% | -18.1% |
| 6M | -26.9% | +14.1% | -40.9% | -34.2% |
| YTD | -22.3% | +14.8% | -37.0% | -31.5% |
| 1Y | -31.8% | +21.2% | -53.0% | -46.9% |
| All | -31.8% | +21.4% | -53.2% | -46.9% |
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