-33.0%
WK price history and return analytics
+76.6%
-109.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.3% |
| 7D | -3.9% | +1.0% | -4.9% | -4.7% |
| 30D | +13.2% | -0.2% | +13.4% | +13.5% |
| 3M | +52.6% | +4.5% | +48.1% | +46.2% |
| 6M | +13.6% | +14.1% | -0.5% | -1.5% |
| YTD | -14.5% | +14.8% | -29.3% | -26.7% |
| 1Y | -9.4% | +21.2% | -30.6% | -27.5% |
| 3Y | -33.0% | +76.6% | -109.5% | -68.8% |
| All | -33.0% | +76.6% | -109.6% | -68.8% |
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