+474.3%
WTS price history and return analytics
+222.7%
+251.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | +2.8% | +2.9% | -0.1% | -0.3% |
| 30D | +1.7% | -2.5% | +4.3% | +4.4% |
| 3M | -7.4% | -3.3% | -4.1% | -4.1% |
| 6M | +19.5% | +1.5% | +18.0% | +17.2% |
| YTD | +30.1% | +11.4% | +18.8% | +14.8% |
| 1Y | +30.2% | +11.9% | +18.3% | +14.2% |
| 3Y | +93.6% | +73.9% | +19.7% | +3.6% |
| 5Y | +82.0% | +57.9% | +24.1% | +9.3% |
| All | +474.3% | +222.7% | +251.6% | +59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling