+134.2%
WRB price history and return analytics
+53.4%
+80.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | +1.9% | -2.3% | +4.2% | +2.6% |
| 30D | +7.9% | -5.0% | +12.8% | +9.6% |
| 3M | +4.4% | -4.9% | +9.3% | +6.0% |
| 6M | +15.0% | -1.5% | +16.5% | +14.9% |
| YTD | +8.5% | +8.5% | +0.1% | +3.8% |
| 1Y | +3.7% | +11.4% | -7.7% | -2.0% |
| 3Y | +77.7% | +70.1% | +7.6% | +34.0% |
| All | +134.2% | +53.4% | +80.7% | +93.5% |
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