+596.9%
WMS price history and return analytics
+223.7%
+373.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +1.7% |
| 7D | -5.7% | +0.4% | -6.1% | -5.4% |
| 30D | +4.1% | -2.6% | +6.7% | +8.9% |
| 3M | -8.9% | -3.2% | -5.6% | -3.7% |
| 6M | -8.2% | +0.9% | -9.2% | -8.6% |
| YTD | -9.2% | +11.3% | -20.5% | -20.7% |
| 1Y | -11.0% | +14.0% | -25.0% | -24.9% |
| 3Y | +19.7% | +75.8% | -56.1% | -44.1% |
| 5Y | +1.2% | +57.8% | -56.7% | -43.6% |
| 10Y | +596.9% | +219.8% | +377.1% | +64.4% |
| All | +596.9% | +223.7% | +373.2% | +64.4% |
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 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