+1,364.0%
WLDN price history and return analytics
+356.5%
+1,007.5%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +6.3% | +2.4% | +4.0% | +4.2% |
| 30D | -2.2% | -1.5% | -0.7% | -0.8% |
| 3M | -16.9% | -4.1% | -12.8% | -13.6% |
| 6M | -22.7% | +0.6% | -23.2% | -23.0% |
| YTD | -32.1% | +11.0% | -43.1% | -37.7% |
| 1Y | -23.7% | +13.3% | -37.1% | -31.2% |
| 3Y | +274.8% | +73.4% | +201.4% | +135.4% |
| 5Y | +71.8% | +57.4% | +14.3% | +18.4% |
| 10Y | +270.6% | +221.7% | +48.9% | +53.5% |
| All | +1,364.0% | +356.5% | +1,007.5% | +255.2% |
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 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