-100.0%
WOK price history and return analytics
+42.4%
-142.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.5% |
| 7D | -10.5% | -1.1% | -9.4% | -9.4% |
| 30D | -8.3% | -1.0% | -7.3% | -7.3% |
| 3M | -79.6% | +3.2% | -82.7% | -80.1% |
| 6M | -98.4% | +12.5% | -110.9% | -98.6% |
| YTD | -99.1% | +14.1% | -113.2% | -99.2% |
| 1Y | -100.0% | +18.9% | -118.9% | -100.0% |
| All | -100.0% | +42.4% | -142.4% | -100.0% |
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