-99.1%
WKSP price history and return analytics
+65.7%
-164.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.0% |
| 7D | -11.8% | -0.1% | -11.7% | -11.6% |
| 30D | -27.8% | -0.7% | -27.2% | -27.0% |
| 3M | -21.5% | +4.0% | -25.5% | -25.4% |
| 6M | -61.8% | +12.3% | -74.1% | -67.1% |
| YTD | -76.5% | +14.0% | -90.6% | -80.3% |
| 1Y | -86.3% | +20.3% | -106.6% | -89.1% |
| 3Y | -98.3% | +75.4% | -173.7% | -99.1% |
| 5Y | -99.1% | +66.0% | -165.1% | -99.5% |
| All | -99.1% | +65.7% | -164.8% | -99.5% |
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