+14.3%
WTM price history and return analytics
+20.4%
-6.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | 0.0% |
| 7D | -2.6% | -0.1% | -2.4% | -2.5% |
| 30D | -2.8% | -0.7% | -2.1% | -2.7% |
| 3M | +2.3% | +4.0% | -1.7% | +1.9% |
| 6M | -4.5% | +12.3% | -16.8% | -7.6% |
| YTD | -1.3% | +14.0% | -15.3% | -5.5% |
| 1Y | +14.3% | +20.3% | -6.0% | +5.2% |
| All | +14.3% | +20.4% | -6.1% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling