+95.1%
WSC price history and return analytics
+226.9%
-131.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.3% |
| 7D | -4.0% | -2.0% | -2.0% | -1.2% |
| 30D | -18.1% | -1.4% | -16.7% | -16.4% |
| 3M | -29.2% | +4.7% | -33.9% | -33.5% |
| 6M | -3.4% | +11.4% | -14.8% | -16.4% |
| YTD | +0.2% | +13.1% | -12.9% | -14.8% |
| 1Y | -17.3% | +19.0% | -36.3% | -34.2% |
| 3Y | -54.6% | +73.9% | -128.5% | -77.6% |
| 5Y | -33.0% | +65.4% | -98.4% | -64.4% |
| All | +95.1% | +226.9% | -131.8% | -42.2% |
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