-90.3%
WTID price history and return analytics
+86.0%
-176.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -4.2% |
| 7D | -0.7% | +1.0% | -1.8% | +0.7% |
| 30D | -35.0% | -0.2% | -34.8% | -35.5% |
| 3M | -41.5% | +4.5% | -46.0% | -38.6% |
| 6M | -52.8% | +14.1% | -66.8% | -43.9% |
| YTD | -77.1% | +14.8% | -91.9% | -72.4% |
| 1Y | -80.1% | +21.2% | -101.3% | -72.2% |
| 3Y | -86.2% | +76.6% | -162.8% | -40.8% |
| All | -90.3% | +86.0% | -176.3% | -47.2% |
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