+563.4%
WMS price history and return analytics
+222.7%
+340.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.6% |
| 7D | +0.7% | +2.9% | -2.2% | -3.1% |
| 30D | -2.5% | -2.5% | 0.0% | +1.8% |
| 3M | -12.0% | -3.3% | -8.7% | -6.9% |
| 6M | -11.4% | +1.5% | -12.9% | -12.4% |
| YTD | -14.4% | +11.4% | -25.7% | -25.3% |
| 1Y | -17.7% | +11.9% | -29.6% | -28.7% |
| 3Y | +10.7% | +73.9% | -63.2% | -47.5% |
| 5Y | -2.9% | +57.9% | -60.8% | -45.9% |
| All | +563.4% | +222.7% | +340.7% | +48.9% |
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