+158.6%
WLDR price history and return analytics
+139.6%
+19.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +3.6% | +2.4% | +1.3% | +1.5% |
| 30D | -3.8% | -1.5% | -2.2% | -2.5% |
| 3M | -8.6% | -4.1% | -4.5% | -5.2% |
| 6M | +4.0% | +0.6% | +3.5% | +3.7% |
| YTD | +25.1% | +11.0% | +14.1% | +14.3% |
| 1Y | +32.3% | +13.3% | +18.9% | +18.7% |
| 3Y | +118.6% | +73.4% | +45.2% | +35.4% |
| 5Y | +116.9% | +57.4% | +59.5% | +45.3% |
| All | +158.6% | +139.6% | +19.1% | +16.6% |
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