+99.0%
WOR price history and return analytics
+221.8%
-122.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.6% |
| 7D | -1.7% | +2.4% | -4.1% | -4.8% |
| 30D | -5.2% | -1.5% | -3.7% | -3.3% |
| 3M | +2.6% | -4.1% | +6.7% | +8.8% |
| 6M | +9.5% | +0.6% | +9.0% | +8.5% |
| YTD | +16.6% | +11.0% | +5.5% | +0.2% |
| 1Y | +9.0% | +13.3% | -4.3% | -9.0% |
| 3Y | +59.8% | +73.4% | -13.6% | -28.3% |
| 5Y | +85.2% | +57.4% | +27.8% | -3.2% |
| All | +99.0% | +221.8% | -122.8% | -62.2% |
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