-61.6%
WW price history and return analytics
+24.0%
-85.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.5% | -0.3% | -15.2% | -14.9% |
| 7D | -8.3% | +2.4% | -10.7% | -12.2% |
| 30D | -27.3% | -1.5% | -25.8% | -25.8% |
| 3M | -28.2% | -4.1% | -24.1% | -21.8% |
| 6M | +7.6% | +0.6% | +7.0% | +6.8% |
| YTD | -64.5% | +11.0% | -75.5% | -69.8% |
| 1Y | -62.6% | +13.3% | -75.9% | -69.3% |
| All | -61.6% | +24.0% | -85.6% | -69.6% |
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