+294.3%
WMK price history and return analytics
+346.0%
-51.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | +4.4% | -2.3% | +6.8% | +5.7% |
| 30D | +6.1% | -5.0% | +11.0% | +8.8% |
| 3M | +1.9% | -4.9% | +6.8% | +4.4% |
| 6M | +9.5% | -1.5% | +11.1% | +9.9% |
| YTD | +23.0% | +8.5% | +14.5% | +17.0% |
| 1Y | +22.3% | +11.4% | +10.9% | +14.6% |
| 3Y | +22.9% | +70.1% | -47.2% | -8.8% |
| 5Y | +34.9% | +53.7% | -18.8% | +4.4% |
| 10Y | +74.7% | +220.0% | -145.2% | -13.1% |
| All | +294.3% | +346.0% | -51.7% | +56.2% |
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 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