+1,912.0%
WINA price history and return analytics
+346.0%
+1,566.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -7.2% | -2.3% | -4.8% | -6.1% |
| 30D | -10.1% | -5.0% | -5.1% | -7.8% |
| 3M | -24.8% | -4.9% | -19.9% | -23.0% |
| 6M | -28.2% | -1.5% | -26.7% | -27.8% |
| YTD | -34.0% | +8.5% | -42.5% | -36.8% |
| 1Y | -34.3% | +11.4% | -45.7% | -37.9% |
| 3Y | -32.6% | +70.1% | -102.7% | -48.2% |
| 5Y | +20.3% | +53.7% | -33.5% | -3.1% |
| 10Y | +210.3% | +220.0% | -9.6% | +85.8% |
| All | +1,912.0% | +346.0% | +1,566.0% | +969.0% |
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