+437.9%
WWD price history and return analytics
+221.8%
+216.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.2% |
| 7D | +4.0% | +2.4% | +1.6% | +1.0% |
| 30D | +0.4% | -1.5% | +1.9% | +2.5% |
| 3M | -7.9% | -4.1% | -3.8% | -2.6% |
| 6M | -10.6% | +0.6% | -11.2% | -11.4% |
| YTD | +9.4% | +11.0% | -1.6% | -4.2% |
| 1Y | +25.7% | +13.3% | +12.4% | +7.4% |
| 3Y | +148.5% | +73.4% | +75.1% | +22.2% |
| 5Y | +189.5% | +57.4% | +132.1% | +62.2% |
| All | +437.9% | +221.8% | +216.1% | +19.2% |
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