+285.4%
WK price history and return analytics
+226.9%
+58.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.0% |
| 7D | -9.2% | -2.0% | -7.2% | -7.2% |
| 30D | +3.3% | -1.4% | +4.7% | +5.1% |
| 3M | +44.7% | +4.7% | +40.0% | +36.4% |
| 6M | +14.7% | +11.4% | +3.3% | -0.5% |
| YTD | -17.3% | +13.1% | -30.4% | -29.8% |
| 1Y | -5.7% | +19.0% | -24.7% | -24.8% |
| 3Y | -35.1% | +73.9% | -109.1% | -66.9% |
| 5Y | -50.2% | +65.4% | -115.6% | -72.3% |
| All | +285.4% | +226.9% | +58.5% | +7.9% |
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