+52.5%
WTTR price history and return analytics
+176.5%
-124.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | +2.0% | +2.4% | -0.4% | -1.4% |
| 30D | -12.4% | -1.5% | -10.9% | -10.8% |
| 3M | -19.0% | -4.1% | -14.9% | -14.7% |
| 6M | -9.7% | +0.6% | -10.3% | -11.4% |
| YTD | +59.0% | +11.0% | +47.9% | +35.7% |
| 1Y | +65.6% | +13.3% | +52.2% | +37.7% |
| 3Y | +139.9% | +73.4% | +66.5% | +13.3% |
| 5Y | +176.4% | +57.4% | +119.0% | +47.8% |
| All | +52.5% | +176.5% | -124.0% | -55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling