+1,043.3%
WSM price history and return analytics
+229.8%
+813.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.1% |
| 7D | -0.5% | -1.1% | +0.6% | +1.0% |
| 30D | -7.7% | -1.0% | -6.7% | -6.5% |
| 3M | +3.8% | +3.2% | +0.6% | -0.7% |
| 6M | +22.7% | +12.5% | +10.2% | +4.6% |
| YTD | +28.0% | +14.1% | +13.9% | +7.4% |
| 1Y | +12.7% | +18.9% | -6.2% | -10.5% |
| 3Y | +231.3% | +74.1% | +157.2% | +63.6% |
| 5Y | +177.2% | +66.9% | +110.3% | +47.6% |
| All | +1,043.3% | +229.8% | +813.6% | +204.6% |
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