+500.4%
WTBA price history and return analytics
+346.0%
+154.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.9% |
| 7D | +2.1% | -2.3% | +4.4% | +4.9% |
| 30D | +5.6% | -5.0% | +10.6% | +12.0% |
| 3M | +7.8% | -4.9% | +12.7% | +14.2% |
| 6M | +29.2% | -1.5% | +30.8% | +30.0% |
| YTD | +41.7% | +8.5% | +33.2% | +25.7% |
| 1Y | +46.3% | +11.4% | +34.9% | +25.4% |
| 3Y | +101.6% | +70.1% | +31.5% | +1.4% |
| 5Y | +14.2% | +53.7% | -39.5% | -36.4% |
| 10Y | +143.5% | +220.0% | -76.5% | -50.5% |
| All | +500.4% | +346.0% | +154.4% | -23.3% |
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 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