+70.1%
WLKP price history and return analytics
+228.5%
-158.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.4% |
| 7D | -2.1% | -2.0% | -0.1% | -0.9% |
| 30D | +1.7% | -1.4% | +3.1% | +2.6% |
| 3M | -5.8% | +4.7% | -10.5% | -8.6% |
| 6M | +1.2% | +11.4% | -10.1% | -5.8% |
| YTD | +20.4% | +13.1% | +7.4% | +11.0% |
| 1Y | +7.6% | +19.0% | -11.4% | -4.0% |
| 3Y | +24.7% | +73.9% | -49.3% | -14.1% |
| 5Y | +26.4% | +65.4% | -39.0% | -11.1% |
| 10Y | +99.2% | +225.4% | -126.2% | -13.9% |
| All | +70.1% | +228.5% | -158.4% | -28.9% |
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