-26.2%
WIT price history and return analytics
+229.8%
-256.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.5% |
| 7D | -6.6% | -1.1% | -5.5% | -5.8% |
| 30D | -13.3% | -1.0% | -12.3% | -12.7% |
| 3M | -20.5% | +3.2% | -23.7% | -22.6% |
| 6M | -27.9% | +12.5% | -40.4% | -34.5% |
| YTD | -39.8% | +14.1% | -53.9% | -46.0% |
| 1Y | -38.7% | +18.9% | -57.6% | -46.8% |
| 3Y | -32.2% | +74.1% | -106.2% | -56.3% |
| 5Y | -61.9% | +66.9% | -128.7% | -74.7% |
| All | -26.2% | +229.8% | -256.0% | -68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling