+1,194.9%
WLK price history and return analytics
+371.8%
+823.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.6% |
| 7D | +0.7% | +1.0% | -0.3% | -0.7% |
| 30D | -2.8% | -0.2% | -2.6% | -2.6% |
| 3M | -11.7% | +4.5% | -16.3% | -17.1% |
| 6M | -26.6% | +14.1% | -40.7% | -39.6% |
| YTD | +2.9% | +14.8% | -11.8% | -15.7% |
| 1Y | -13.1% | +21.2% | -34.3% | -33.6% |
| 3Y | -36.3% | +76.6% | -112.9% | -70.3% |
| 5Y | -3.8% | +66.6% | -70.4% | -51.6% |
| 10Y | +68.2% | +222.3% | -154.1% | -61.8% |
| All | +1,194.9% | +371.8% | +823.1% | +126.7% |
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