+80.7%
WINN price history and return analytics
+70.3%
+10.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.4% |
| 7D | -0.7% | -1.1% | +0.5% | +0.8% |
| 30D | -1.9% | -1.0% | -0.9% | -0.6% |
| 3M | +4.2% | +3.2% | +1.1% | +0.1% |
| 6M | +13.6% | +12.5% | +1.2% | -2.6% |
| YTD | +7.4% | +14.1% | -6.6% | -9.7% |
| 1Y | +8.5% | +18.9% | -10.4% | -13.6% |
| 3Y | +76.1% | +74.1% | +2.1% | -15.0% |
| All | +80.7% | +70.3% | +10.4% | -7.7% |
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