-31.0%
WSC price history and return analytics
+65.7%
-96.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -1.9% | -1.7% |
| 7D | -1.1% | -0.1% | -1.0% | -0.9% |
| 30D | -15.9% | -0.7% | -15.2% | -15.1% |
| 3M | -29.4% | +4.0% | -33.4% | -33.2% |
| 6M | -1.6% | +12.3% | -13.9% | -16.0% |
| YTD | +3.8% | +14.0% | -10.2% | -13.0% |
| 1Y | -14.1% | +20.3% | -34.4% | -32.8% |
| 3Y | -53.0% | +75.4% | -128.4% | -76.4% |
| 5Y | -31.0% | +66.0% | -97.0% | -61.9% |
| All | -31.0% | +65.7% | -96.7% | -61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling