+131.9%
WRLD price history and return analytics
+221.8%
-89.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.8% |
| 7D | -7.3% | +2.4% | -9.7% | -10.4% |
| 30D | -19.8% | -1.5% | -18.3% | -18.3% |
| 3M | -26.4% | -4.1% | -22.3% | -22.3% |
| 6M | -7.8% | +0.6% | -8.4% | -9.4% |
| YTD | -1.6% | +11.0% | -12.6% | -16.3% |
| 1Y | 0.0% | +13.3% | -13.3% | -17.2% |
| 3Y | +33.2% | +73.4% | -40.2% | -37.7% |
| 5Y | -39.8% | +57.4% | -97.2% | -67.0% |
| All | +131.9% | +221.8% | -89.9% | -59.9% |
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 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