+32.3%
WTI price history and return analytics
+64.2%
-31.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +4.0% |
| 7D | +7.7% | -2.0% | +9.7% | +9.6% |
| 30D | +10.3% | -1.4% | +11.7% | +11.4% |
| 3M | -1.8% | +4.7% | -6.6% | -7.5% |
| 6M | +57.0% | +11.4% | +45.7% | +34.7% |
| YTD | +159.2% | +13.1% | +146.1% | +118.0% |
| 1Y | +141.3% | +19.0% | +122.3% | +90.3% |
| 3Y | +5.2% | +73.9% | -68.7% | -48.8% |
| All | +32.3% | +64.2% | -31.9% | -27.9% |
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