+407.4%
WK price history and return analytics
+237.8%
+169.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.7% | +2.7% |
| 7D | -18.2% | -0.7% | -17.5% | -17.9% |
| 30D | -4.5% | -1.7% | -2.7% | -3.2% |
| 3M | +1.0% | -2.3% | +3.3% | +3.0% |
| 6M | +50.3% | +1.5% | +48.8% | +45.3% |
| YTD | -19.1% | +12.0% | -31.2% | -30.7% |
| 1Y | -25.2% | +12.9% | -38.1% | -36.6% |
| 3Y | -22.1% | +74.9% | -97.0% | -59.8% |
| 5Y | -54.5% | +59.9% | -114.4% | -73.4% |
| 10Y | +357.5% | +224.6% | +132.9% | +43.1% |
| All | +407.4% | +237.8% | +169.6% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling