+192.5%
WSO price history and return analytics
+222.7%
-30.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.1% |
| 7D | -0.9% | +2.9% | -3.8% | -3.2% |
| 30D | +6.9% | -2.5% | +9.4% | +9.0% |
| 3M | +0.7% | -3.3% | +4.1% | +3.3% |
| 6M | -24.6% | +1.5% | -26.2% | -25.7% |
| YTD | -5.2% | +11.4% | -16.6% | -13.3% |
| 1Y | -8.5% | +11.9% | -20.4% | -16.5% |
| 3Y | -10.8% | +73.9% | -84.7% | -42.1% |
| 5Y | +18.1% | +57.9% | -39.8% | -18.4% |
| All | +192.5% | +222.7% | -30.2% | +20.0% |
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