+72.7%
WTAI price history and return analytics
+64.6%
+8.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.6% |
| 7D | -0.3% | -1.1% | +0.8% | +1.6% |
| 30D | -2.0% | -1.0% | -1.0% | -0.2% |
| 3M | -4.6% | +3.2% | -7.8% | -8.4% |
| 6M | +40.2% | +12.5% | +27.8% | +18.1% |
| YTD | +43.5% | +14.1% | +29.5% | +18.5% |
| 1Y | +54.8% | +18.9% | +35.9% | +20.0% |
| 3Y | +132.0% | +74.1% | +57.9% | +0.9% |
| All | +72.7% | +64.6% | +8.1% | -14.3% |
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