-11.1%
WLK price history and return analytics
+65.7%
-76.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -2.1% |
| 7D | -5.3% | -1.1% | -4.2% | -4.1% |
| 30D | -9.9% | -1.0% | -8.9% | -9.0% |
| 3M | -18.3% | +3.2% | -21.4% | -21.3% |
| 6M | -33.0% | +12.5% | -45.5% | -42.5% |
| YTD | -2.5% | +14.1% | -16.6% | -17.5% |
| 1Y | -18.8% | +18.9% | -37.7% | -34.5% |
| 3Y | -39.3% | +74.1% | -113.4% | -68.5% |
| All | -11.1% | +65.7% | -76.8% | -51.1% |
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