+479.4%
WTS price history and return analytics
+221.8%
+257.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 7D | +4.1% | +2.4% | +1.8% | +1.5% |
| 30D | +2.4% | -1.5% | +3.9% | +3.8% |
| 3M | -5.8% | -4.1% | -1.6% | -1.5% |
| 6M | +20.6% | +0.6% | +20.0% | +19.5% |
| YTD | +31.3% | +11.0% | +20.2% | +16.2% |
| 1Y | +33.5% | +13.3% | +20.1% | +15.4% |
| 3Y | +95.4% | +73.4% | +22.0% | +4.8% |
| 5Y | +83.6% | +57.4% | +26.2% | +10.6% |
| All | +479.4% | +221.8% | +257.6% | +61.6% |
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