-29.7%
WIT price history and return analytics
+76.6%
-106.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.1% |
| 7D | -5.5% | +1.0% | -6.5% | -6.1% |
| 30D | -14.4% | -0.2% | -14.1% | -14.2% |
| 3M | -19.7% | +4.5% | -24.3% | -22.5% |
| 6M | -24.6% | +14.1% | -38.6% | -32.2% |
| YTD | -38.4% | +14.8% | -53.2% | -45.0% |
| 1Y | -36.4% | +21.2% | -57.6% | -45.8% |
| 3Y | -29.7% | +76.6% | -106.3% | -57.3% |
| All | -29.7% | +76.6% | -106.4% | -57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling