+435.1%
WTW price history and return analytics
+368.8%
+66.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -2.9% | -3.1% |
| 7D | -7.1% | -0.1% | -7.0% | -7.0% |
| 30D | -8.5% | -0.7% | -7.9% | -8.1% |
| 3M | +20.6% | +4.0% | +16.6% | +16.8% |
| 6M | +7.2% | +12.3% | -5.1% | -2.4% |
| YTD | -3.9% | +14.0% | -17.9% | -13.6% |
| 1Y | -3.6% | +20.3% | -23.9% | -17.0% |
| 3Y | +60.7% | +75.4% | -14.8% | +2.8% |
| 5Y | +42.2% | +66.0% | -23.8% | -5.6% |
| 10Y | +195.5% | +228.2% | -32.7% | +18.6% |
| All | +435.1% | +368.8% | +66.3% | +44.4% |
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