-60.9%
WW price history and return analytics
+15.2%
-76.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.7% | -8.3% | -10.4% |
| 7D | -15.7% | -0.3% | -15.4% | -15.4% |
| 30D | -18.4% | -1.4% | -17.0% | -15.5% |
| 3M | -26.6% | -1.4% | -25.2% | -23.6% |
| 6M | +11.2% | +5.5% | +5.7% | +1.7% |
| YTD | -58.5% | +12.8% | -71.3% | -65.7% |
| 1Y | -60.9% | +15.4% | -76.3% | -69.1% |
| All | -60.9% | +15.2% | -76.1% | -69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling