+534.5%
WOR price history and return analytics
+374.2%
+160.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +9.0% | +0.4% | +8.6% | +8.4% |
| 30D | +6.4% | +1.0% | +5.4% | +5.1% |
| 3M | +8.6% | +2.4% | +6.2% | +4.8% |
| 6M | +17.1% | +12.0% | +5.1% | -0.8% |
| YTD | +22.1% | +15.3% | +6.7% | -0.9% |
| 1Y | -3.1% | +22.6% | -25.7% | -28.0% |
| 3Y | +37.8% | +74.7% | -36.8% | -39.0% |
| 5Y | +102.3% | +66.1% | +36.2% | -2.7% |
| 10Y | +184.7% | +225.0% | -40.3% | -43.9% |
| All | +534.5% | +374.2% | +160.4% | -17.3% |
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 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