+123.2%
WTBA price history and return analytics
+221.4%
-98.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | +3.0% | +1.0% | +2.0% | +2.1% |
| 30D | +1.8% | -0.2% | +2.0% | +2.0% |
| 3M | +20.4% | +4.5% | +15.9% | +14.9% |
| 6M | +23.3% | +14.1% | +9.2% | +7.6% |
| YTD | +34.2% | +14.8% | +19.5% | +16.4% |
| 1Y | +49.3% | +21.2% | +28.1% | +22.6% |
| 3Y | +88.2% | +76.6% | +11.7% | +7.0% |
| 5Y | +23.0% | +66.6% | -43.6% | -26.5% |
| 10Y | +123.2% | +222.3% | -99.1% | -33.3% |
| All | +123.2% | +221.4% | -98.2% | -33.3% |
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 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