+924.5%
WT price history and return analytics
+346.0%
+578.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.2% |
| 7D | -5.9% | -2.3% | -3.6% | -3.6% |
| 30D | -16.6% | -5.0% | -11.7% | -12.0% |
| 3M | -9.2% | -4.9% | -4.3% | -4.2% |
| 6M | +2.5% | -1.5% | +4.0% | +4.7% |
| YTD | +60.6% | +8.5% | +52.1% | +49.4% |
| 1Y | +68.3% | +11.4% | +56.9% | +52.3% |
| 3Y | +214.4% | +70.1% | +144.3% | +87.6% |
| 5Y | +212.3% | +53.7% | +158.6% | +105.7% |
| 10Y | +183.1% | +220.0% | -36.9% | +4.4% |
| All | +924.5% | +346.0% | +578.4% | +295.0% |
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 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