+138.3%
WRB price history and return analytics
+66.2%
+72.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | +3.0% | +1.0% | +2.0% | +2.7% |
| 30D | -2.6% | -0.2% | -2.3% | -2.5% |
| 3M | +5.5% | +4.5% | +0.9% | +3.5% |
| 6M | +0.7% | +14.1% | -13.4% | -5.1% |
| YTD | +0.5% | +14.8% | -14.2% | -5.6% |
| 1Y | -1.0% | +21.2% | -22.2% | -9.5% |
| 3Y | +82.9% | +76.6% | +6.3% | +36.2% |
| 5Y | +138.3% | +66.6% | +71.7% | +85.9% |
| All | +138.3% | +66.2% | +72.1% | +85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling