+11.4%
WTRG price history and return analytics
+19.6%
-8.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.4% |
| 7D | -1.5% | -1.1% | -0.4% | -1.9% |
| 30D | +3.0% | -1.0% | +4.0% | +2.7% |
| 3M | +11.6% | +3.2% | +8.4% | +13.0% |
| 6M | +5.2% | +12.5% | -7.3% | +9.7% |
| YTD | +10.0% | +14.1% | -4.0% | +15.1% |
| 1Y | +11.4% | +18.9% | -7.5% | +17.4% |
| All | +11.4% | +19.6% | -8.3% | +17.4% |
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