+59.3%
WLYB price history and return analytics
+368.9%
-309.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.3% |
| 7D | -1.4% | -1.1% | -0.3% | -0.8% |
| 30D | -6.5% | -1.0% | -5.5% | -6.0% |
| 3M | +11.4% | +3.2% | +8.2% | +9.4% |
| 6M | +33.6% | +12.5% | +21.1% | +24.9% |
| YTD | +57.9% | +14.1% | +43.9% | +46.0% |
| 1Y | +17.0% | +18.9% | -1.9% | +5.7% |
| 3Y | +48.0% | +74.1% | -26.1% | +5.7% |
| 5Y | -0.8% | +66.9% | -67.7% | -28.8% |
| 10Y | +27.3% | +228.3% | -201.0% | -42.1% |
| All | +59.3% | +368.9% | -309.7% | -50.7% |
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