+336.2%
WTTR price history and return analytics
+63.7%
+272.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.2% |
| 7D | +0.9% | -2.0% | +2.9% | +3.0% |
| 30D | -3.6% | -1.4% | -2.1% | -2.2% |
| 3M | +11.0% | +4.7% | +6.3% | +5.3% |
| 6M | +47.9% | +11.4% | +36.5% | +30.7% |
| YTD | +96.1% | +13.1% | +83.1% | +70.6% |
| 1Y | +134.6% | +19.0% | +115.6% | +93.8% |
| 3Y | +164.9% | +73.9% | +91.0% | +51.3% |
| 5Y | +336.2% | +65.4% | +270.8% | +167.0% |
| All | +336.2% | +63.7% | +272.6% | +167.0% |
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