+435.4%
WTM price history and return analytics
+346.0%
+89.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.5% |
| 7D | -1.3% | -2.3% | +1.0% | +0.4% |
| 30D | +10.3% | -5.0% | +15.3% | +14.3% |
| 3M | +4.7% | -4.9% | +9.5% | +8.3% |
| 6M | +7.7% | -1.5% | +9.3% | +8.2% |
| YTD | +7.9% | +8.5% | -0.6% | +0.6% |
| 1Y | +18.5% | +11.4% | +7.1% | +8.4% |
| 3Y | +54.6% | +70.1% | -15.5% | +2.3% |
| 5Y | +107.5% | +53.7% | +53.8% | +44.8% |
| 10Y | +176.2% | +220.0% | -43.7% | +2.3% |
| All | +435.4% | +346.0% | +89.4% | +34.1% |
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