+15.7%
WISE price history and return analytics
+62.3%
-46.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +2.7% |
| 7D | -8.6% | -2.3% | -6.3% | -4.3% |
| 30D | -20.5% | -5.0% | -15.5% | -12.0% |
| 3M | -23.8% | -4.9% | -19.0% | -15.8% |
| 6M | -28.5% | -1.5% | -26.9% | -25.1% |
| YTD | -27.7% | +8.5% | -36.1% | -36.3% |
| 1Y | -32.4% | +11.4% | -43.8% | -43.2% |
| All | +15.7% | +62.3% | -46.6% | -48.5% |
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