+110.3%
WTS price history and return analytics
+63.7%
+46.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.8% |
| 7D | -1.5% | -2.0% | +0.5% | +0.7% |
| 30D | -8.8% | -1.4% | -7.4% | -7.3% |
| 3M | +12.0% | +4.7% | +7.2% | +6.6% |
| 6M | +14.7% | +11.4% | +3.3% | +1.7% |
| YTD | +27.6% | +13.1% | +14.5% | +11.0% |
| 1Y | +26.7% | +19.0% | +7.7% | +3.9% |
| 3Y | +98.9% | +73.9% | +25.0% | +5.2% |
| 5Y | +110.3% | +65.4% | +44.9% | +18.2% |
| All | +110.3% | +63.7% | +46.6% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling