+523.9%
WOR price history and return analytics
+345.0%
+178.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | +0.1% |
| 7D | -4.7% | -4.2% | -0.5% | +1.2% |
| 30D | -0.7% | -5.8% | +5.1% | +8.0% |
| 3M | +4.6% | -5.2% | +9.9% | +13.0% |
| 6M | +12.8% | +0.1% | +12.7% | +12.3% |
| YTD | +20.0% | +8.2% | +11.8% | +6.6% |
| 1Y | +10.6% | +10.1% | +0.4% | -4.3% |
| 3Y | +63.2% | +69.7% | -6.5% | -24.6% |
| 5Y | +87.5% | +53.4% | +34.1% | +1.1% |
| 10Y | +155.4% | +219.2% | -63.8% | -48.6% |
| All | +523.9% | +345.0% | +178.9% | -11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling