+196.8%
WSO price history and return analytics
+226.9%
-30.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +1.1% |
| 7D | -1.4% | -2.0% | +0.6% | +0.2% |
| 30D | -2.5% | -1.4% | -1.1% | -1.4% |
| 3M | -16.5% | +4.7% | -21.3% | -19.5% |
| 6M | -16.7% | +11.4% | -28.1% | -23.6% |
| YTD | -5.4% | +13.1% | -18.5% | -14.4% |
| 1Y | -17.6% | +19.0% | -36.7% | -28.3% |
| 3Y | -3.6% | +73.9% | -77.5% | -37.2% |
| 5Y | +26.9% | +65.4% | -38.4% | -14.8% |
| All | +196.8% | +226.9% | -30.1% | +22.6% |
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