+261.2%
WSBF price history and return analytics
+356.5%
-95.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +0.9% | +2.4% | -1.4% | -1.1% |
| 30D | +1.6% | -1.5% | +3.1% | +2.8% |
| 3M | -5.6% | -4.1% | -1.5% | -2.2% |
| 6M | +10.7% | +0.6% | +10.2% | +9.5% |
| YTD | +25.5% | +11.0% | +14.4% | +13.0% |
| 1Y | +34.1% | +13.3% | +20.7% | +18.5% |
| 3Y | +100.7% | +73.4% | +27.3% | +20.2% |
| 5Y | +16.0% | +57.4% | -41.4% | -25.9% |
| 10Y | +99.0% | +221.7% | -122.8% | -40.8% |
| All | +261.2% | +356.5% | -95.3% | -38.1% |
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