+446.2%
WRB price history and return analytics
+221.8%
+224.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +2.9% | +2.4% | +0.6% | +1.2% |
| 30D | +4.9% | -1.5% | +6.4% | +5.8% |
| 3M | +10.0% | -4.1% | +14.2% | +12.9% |
| 6M | +19.6% | +0.6% | +19.0% | +17.7% |
| YTD | +11.7% | +11.0% | +0.7% | +1.3% |
| 1Y | +3.4% | +13.3% | -9.9% | -7.8% |
| 3Y | +81.3% | +73.4% | +7.9% | +11.3% |
| 5Y | +141.6% | +57.4% | +84.2% | +60.4% |
| All | +446.2% | +221.8% | +224.5% | +101.7% |
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