-0.7%
WMTI price history and return analytics
+16.5%
-17.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.4% |
| 7D | -0.2% | -1.1% | +0.9% | -0.2% |
| 30D | -9.4% | -1.0% | -8.5% | -9.4% |
| 3M | -14.6% | +3.2% | -17.8% | -14.5% |
| 6M | -15.2% | +12.5% | -27.7% | -17.5% |
| YTD | -9.6% | +14.1% | -23.6% | -11.6% |
| All | -0.7% | +16.5% | -17.2% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling