+474.4%
WWD price history and return analytics
+226.9%
+247.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.4% |
| 7D | -2.9% | -2.0% | -0.9% | -0.3% |
| 30D | -6.6% | -1.4% | -5.2% | -4.8% |
| 3M | -9.3% | +4.7% | -14.0% | -14.7% |
| 6M | -13.6% | +11.4% | -25.0% | -24.7% |
| YTD | +10.4% | +13.1% | -2.7% | -5.7% |
| 1Y | +39.9% | +19.0% | +20.9% | +12.1% |
| 3Y | +165.0% | +73.9% | +91.1% | +29.8% |
| 5Y | +183.8% | +65.4% | +118.4% | +48.2% |
| All | +474.4% | +226.9% | +247.5% | +29.3% |
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