+12.8%
WTIU price history and return analytics
+84.8%
-72.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +4.2% |
| 7D | +2.7% | -0.1% | +2.9% | +2.8% |
| 30D | +30.9% | -0.7% | +31.6% | +31.7% |
| 3M | +57.3% | +4.0% | +53.3% | +43.3% |
| 6M | +47.1% | +12.3% | +34.9% | +9.0% |
| YTD | +170.2% | +14.0% | +156.2% | +90.8% |
| 1Y | +163.1% | +20.3% | +142.8% | +62.4% |
| 3Y | +13.2% | +75.4% | -62.3% | -70.8% |
| All | +12.8% | +84.8% | -72.0% | -75.0% |
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