-22.0%
WLTH price history and return analytics
+13.1%
-35.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | -0.9% | +15.9% | +16.1% |
| 7D | +16.6% | -2.0% | +18.6% | +19.5% |
| 30D | +13.3% | -1.4% | +14.8% | +15.3% |
| 3M | +21.6% | +4.7% | +16.8% | +13.4% |
| 6M | +22.1% | +11.4% | +10.8% | +7.6% |
| YTD | -19.9% | +13.1% | -33.0% | -33.1% |
| All | -22.0% | +13.1% | -35.1% | -36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling