+25.8%
WNTR price history and return analytics
+38.8%
-13.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +1.0% |
| 7D | -5.2% | -0.1% | -5.0% | -5.2% |
| 30D | -24.6% | -0.7% | -23.9% | -25.1% |
| 3M | -15.6% | +4.0% | -19.6% | -9.3% |
| 6M | -17.4% | +12.3% | -29.7% | +0.6% |
| YTD | -18.5% | +14.0% | -32.6% | +2.5% |
| 1Y | +34.8% | +20.3% | +14.5% | +81.9% |
| All | +25.8% | +38.8% | -13.0% | +108.0% |
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