+28.0%
WSO price history and return analytics
+66.2%
-38.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.8% |
| 7D | +0.3% | +1.0% | -0.7% | -0.7% |
| 30D | -4.3% | -0.2% | -4.0% | -4.1% |
| 3M | -14.3% | +4.5% | -18.8% | -18.1% |
| 6M | -18.3% | +14.1% | -32.3% | -29.0% |
| YTD | -3.9% | +14.8% | -18.7% | -17.0% |
| 1Y | -20.1% | +21.2% | -41.3% | -34.9% |
| 3Y | -2.0% | +76.6% | -78.6% | -46.2% |
| 5Y | +28.0% | +66.6% | -38.6% | -27.8% |
| All | +28.0% | +66.2% | -38.2% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling