+265.2%
WMK price history and return analytics
+374.2%
-109.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.1% | +0.4% | +0.6% | +0.9% |
| 30D | -3.6% | +1.0% | -4.6% | -4.1% |
| 3M | -4.4% | +2.4% | -6.8% | -5.9% |
| 6M | +10.7% | +12.0% | -1.3% | +3.8% |
| YTD | +13.9% | +15.3% | -1.4% | +5.1% |
| 1Y | +1.6% | +22.6% | -21.0% | -9.3% |
| 3Y | +18.9% | +74.7% | -55.7% | -12.8% |
| 5Y | +38.2% | +66.1% | -27.9% | +2.8% |
| 10Y | +70.9% | +225.0% | -154.1% | -15.3% |
| All | +265.2% | +374.2% | -109.0% | +40.4% |
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