-44.7%
WW price history and return analytics
+27.3%
-72.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.0% | -0.6% | -16.3% | -15.6% |
| 7D | -12.6% | -0.1% | -12.4% | -12.0% |
| 30D | -5.9% | -0.7% | -5.2% | -4.3% |
| 3M | -17.0% | +4.0% | -21.0% | -23.2% |
| 6M | -31.9% | +12.3% | -44.2% | -43.9% |
| YTD | -48.9% | +14.0% | -62.9% | -58.5% |
| 1Y | -54.1% | +20.3% | -74.4% | -65.1% |
| All | -44.7% | +27.3% | -72.0% | -58.4% |
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 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