+56.6%
WLY price history and return analytics
+368.9%
-312.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.2% |
| 7D | -2.4% | -1.1% | -1.3% | -1.5% |
| 30D | -5.8% | -1.0% | -4.8% | -5.1% |
| 3M | +6.1% | +3.2% | +2.9% | +3.1% |
| 6M | +30.7% | +12.5% | +18.2% | +17.8% |
| YTD | +56.0% | +14.1% | +42.0% | +38.6% |
| 1Y | +15.8% | +18.9% | -3.1% | -0.8% |
| 3Y | +45.4% | +74.1% | -28.7% | -9.4% |
| 5Y | -1.2% | +66.9% | -68.0% | -36.2% |
| 10Y | +27.2% | +228.3% | -201.1% | -52.9% |
| All | +56.6% | +368.9% | -312.4% | -62.6% |
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