-86.5%
WKSP price history and return analytics
+19.6%
-106.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -2.2% |
| 7D | -17.8% | -1.1% | -16.7% | -15.5% |
| 30D | -31.9% | -1.0% | -30.9% | -30.1% |
| 3M | -30.2% | +3.2% | -33.3% | -34.6% |
| 6M | -64.6% | +12.5% | -77.1% | -73.5% |
| YTD | -78.4% | +14.1% | -92.5% | -85.7% |
| 1Y | -86.5% | +18.9% | -105.4% | -92.2% |
| All | -86.5% | +19.6% | -106.2% | -92.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling