-14.1%
WOOD price history and return analytics
+57.5%
-71.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | +1.7% | -0.1% | +1.9% | +1.7% |
| 30D | -0.4% | -3.1% | +2.7% | +2.2% |
| 3M | -9.2% | -3.5% | -5.8% | -6.5% |
| 6M | -2.8% | +0.5% | -3.2% | -3.6% |
| YTD | -6.9% | +10.8% | -17.7% | -15.7% |
| 1Y | -2.5% | +11.9% | -14.4% | -12.6% |
| 3Y | -5.2% | +73.0% | -78.2% | -43.8% |
| 5Y | -14.1% | +58.6% | -72.7% | -45.9% |
| All | -14.1% | +57.5% | -71.6% | -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 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