-87.5%
WTID price history and return analytics
+69.7%
-157.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +1.2% |
| 7D | +45.2% | -2.3% | +47.5% | +41.4% |
| 30D | +9.6% | -5.0% | +14.6% | +2.8% |
| 3M | -30.1% | -4.9% | -25.2% | -34.7% |
| 6M | -45.0% | -1.5% | -43.4% | -47.1% |
| YTD | -75.9% | +8.5% | -84.4% | -73.3% |
| 1Y | -77.3% | +11.4% | -88.7% | -73.1% |
| 3Y | -87.5% | +70.1% | -157.6% | -49.6% |
| All | -87.5% | +69.7% | -157.3% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling