-74.0%
WRD price history and return analytics
+34.6%
-108.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -2.8% |
| 7D | -0.2% | -0.1% | -0.1% | 0.0% |
| 30D | -10.6% | -3.1% | -7.5% | -3.0% |
| 3M | -32.0% | -3.5% | -28.5% | -25.1% |
| 6M | -42.7% | +0.5% | -43.2% | -42.9% |
| YTD | -50.5% | +10.8% | -61.2% | -62.2% |
| 1Y | -47.4% | +11.9% | -59.3% | -60.9% |
| All | -74.0% | +34.6% | -108.6% | -86.5% |
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 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