+106.6%
WOR price history and return analytics
+224.4%
-117.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -5.4% |
| 7D | -10.5% | -0.7% | -9.8% | -9.6% |
| 30D | -7.3% | -1.7% | -5.5% | -5.0% |
| 3M | +2.2% | -2.3% | +4.5% | +5.6% |
| 6M | +7.5% | +1.5% | +6.0% | +5.1% |
| YTD | +13.9% | +12.0% | +1.8% | -3.3% |
| 1Y | +7.2% | +12.9% | -5.7% | -10.0% |
| 3Y | +55.1% | +74.9% | -19.9% | -31.3% |
| 5Y | +80.9% | +59.9% | +21.0% | -7.6% |
| 10Y | +106.6% | +224.6% | -118.0% | -60.3% |
| All | +106.6% | +224.4% | -117.8% | -60.3% |
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