-55.5%
WW price history and return analytics
+23.7%
-79.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.5% | +10.0% | +10.4% |
| 7D | -7.4% | -0.1% | -7.3% | -8.9% |
| 30D | -19.1% | -3.1% | -16.1% | -14.7% |
| 3M | -24.3% | -3.5% | -20.8% | -19.0% |
| 6M | +17.8% | +0.5% | +17.4% | +16.8% |
| YTD | -58.9% | +10.8% | -69.6% | -64.9% |
| 1Y | -58.6% | +11.9% | -70.4% | -65.7% |
| All | -55.5% | +23.7% | -79.2% | -64.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling