+526.5%
WMS price history and return analytics
+221.4%
+305.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.8% |
| 7D | +2.2% | +1.0% | +1.2% | +0.8% |
| 30D | -7.0% | -0.2% | -6.8% | -6.6% |
| 3M | +2.6% | +4.5% | -2.0% | -3.4% |
| 6M | -8.2% | +14.1% | -22.3% | -23.1% |
| YTD | -7.3% | +14.8% | -22.1% | -23.0% |
| 1Y | -9.5% | +21.2% | -30.7% | -30.4% |
| 3Y | +11.5% | +76.6% | -65.0% | -48.3% |
| 5Y | +17.9% | +66.6% | -48.7% | -39.3% |
| 10Y | +526.5% | +222.3% | +304.3% | +45.9% |
| All | +526.5% | +221.4% | +305.1% | +45.9% |
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