-86.0%
WKEY price history and return analytics
+135.0%
-221.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.3% | +6.4% |
| 7D | -20.7% | -1.3% | -19.5% | -19.7% |
| 30D | +106.1% | -0.5% | +106.6% | +108.1% |
| 3M | +151.0% | +6.3% | +144.7% | +140.6% |
| 6M | +218.7% | +18.4% | +200.3% | +182.3% |
| YTD | +48.9% | +19.5% | +29.3% | +32.4% |
| 1Y | +648.9% | +16.2% | +632.7% | +582.5% |
| 3Y | +266.8% | +75.4% | +191.4% | +162.9% |
| 5Y | -48.8% | +80.8% | -129.7% | -60.9% |
| All | -86.0% | +135.0% | -221.0% | -89.8% |
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 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