+3,622.5%
WSM price history and return analytics
+356.5%
+3,266.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | 0.0% | +2.4% | -2.4% | -2.6% |
| 30D | +5.1% | -1.5% | +6.6% | +6.9% |
| 3M | +5.1% | -4.1% | +9.2% | +10.2% |
| 6M | +48.6% | +0.6% | +48.0% | +47.6% |
| YTD | +44.2% | +11.0% | +33.1% | +28.4% |
| 1Y | +38.1% | +13.3% | +24.7% | +20.2% |
| 3Y | +257.2% | +73.4% | +183.8% | +99.4% |
| 5Y | +165.1% | +57.4% | +107.7% | +68.8% |
| 10Y | +1,123.6% | +221.7% | +901.9% | +284.6% |
| All | +3,622.5% | +356.5% | +3,266.0% | +720.8% |
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