+60.2%
WLTG price history and return analytics
+66.7%
-6.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +0.8% | +1.0% | -0.2% | 0.0% |
| 30D | -0.5% | -0.2% | -0.3% | -0.3% |
| 3M | +4.8% | +4.5% | +0.3% | +0.9% |
| 6M | +10.7% | +14.1% | -3.4% | -1.1% |
| YTD | +10.9% | +14.8% | -3.9% | -1.5% |
| 1Y | +19.5% | +21.2% | -1.7% | +1.5% |
| 3Y | +85.6% | +76.6% | +9.0% | +16.7% |
| All | +60.2% | +66.7% | -6.5% | +10.0% |
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