+109.9%
WSC price history and return analytics
+226.9%
-116.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.7% |
| 7D | +11.2% | +2.9% | +8.3% | +7.4% |
| 30D | +14.7% | -2.5% | +17.3% | +19.2% |
| 3M | -9.7% | -3.3% | -6.4% | -5.2% |
| 6M | -26.1% | +1.5% | -27.6% | -27.0% |
| YTD | +6.4% | +11.4% | -5.0% | -6.0% |
| 1Y | +10.5% | +11.9% | -1.4% | -2.6% |
| 3Y | -44.8% | +73.9% | -118.6% | -70.7% |
| 5Y | -47.9% | +57.9% | -105.8% | -68.8% |
| 10Y | +103.6% | +222.6% | -119.0% | -26.8% |
| All | +109.9% | +226.9% | -116.9% | -24.4% |
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