+43.7%
WKC price history and return analytics
+57.5%
-13.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -7.0% | -0.1% | -6.8% | -6.9% |
| 30D | -2.9% | -3.1% | +0.1% | -0.6% |
| 3M | -3.9% | -3.5% | -0.4% | -1.4% |
| 6M | +32.3% | +0.5% | +31.8% | +30.6% |
| YTD | +54.2% | +10.8% | +43.4% | +39.2% |
| 1Y | +42.4% | +11.9% | +30.5% | +27.2% |
| 3Y | +92.4% | +73.0% | +19.4% | +14.0% |
| 5Y | +43.7% | +58.6% | -14.9% | -10.9% |
| All | +43.7% | +57.5% | -13.9% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling