+94.7%
WOR price history and return analytics
+222.7%
-127.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.0% |
| 7D | -4.9% | +2.9% | -7.8% | -8.6% |
| 30D | -8.7% | -2.5% | -6.2% | -5.5% |
| 3M | +2.7% | -3.3% | +6.0% | +7.6% |
| 6M | +8.4% | +1.5% | +6.8% | +5.9% |
| YTD | +14.1% | +11.4% | +2.7% | -2.3% |
| 1Y | +7.0% | +11.9% | -4.9% | -9.1% |
| 3Y | +55.4% | +73.9% | -18.5% | -30.6% |
| 5Y | +81.3% | +57.9% | +23.4% | -5.7% |
| All | +94.7% | +222.7% | -127.9% | -63.2% |
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