+120.1%
WSBF price history and return analytics
+229.8%
-109.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.5% |
| 7D | -0.7% | -1.1% | +0.4% | 0.0% |
| 30D | +1.8% | -1.0% | +2.7% | +2.3% |
| 3M | +11.4% | +3.2% | +8.3% | +9.2% |
| 6M | +22.7% | +12.5% | +10.2% | +13.7% |
| YTD | +32.6% | +14.1% | +18.6% | +21.8% |
| 1Y | +50.1% | +18.9% | +31.2% | +34.2% |
| 3Y | +99.2% | +74.1% | +25.2% | +41.4% |
| 5Y | +36.9% | +66.9% | -30.0% | -1.5% |
| All | +120.1% | +229.8% | -109.7% | +3.9% |
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