+346.6%
WSBC price history and return analytics
+374.2%
-27.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.2% | +0.4% | +2.8% | +2.8% |
| 30D | -1.0% | +1.0% | -2.0% | -2.0% |
| 3M | +21.9% | +2.4% | +19.5% | +18.4% |
| 6M | +21.6% | +12.0% | +9.6% | +7.3% |
| YTD | +28.3% | +15.3% | +13.0% | +9.8% |
| 1Y | +32.2% | +22.6% | +9.7% | +6.1% |
| 3Y | +82.3% | +74.7% | +7.6% | +1.4% |
| 5Y | +60.3% | +66.1% | -5.9% | -7.2% |
| 10Y | +89.1% | +225.0% | -135.9% | -45.2% |
| All | +346.6% | +374.2% | -27.6% | +6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling