+966.9%
WWD price history and return analytics
+374.2%
+592.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.3% | +0.4% | +0.8% | +0.7% |
| 30D | -7.2% | +1.0% | -8.1% | -8.3% |
| 3M | -3.8% | +2.4% | -6.2% | -7.1% |
| 6M | -9.9% | +12.0% | -21.9% | -22.5% |
| YTD | +14.8% | +15.3% | -0.5% | -5.1% |
| 1Y | +42.1% | +22.6% | +19.5% | +8.4% |
| 3Y | +170.8% | +74.7% | +96.1% | +28.2% |
| 5Y | +197.5% | +66.1% | +131.4% | +49.1% |
| 10Y | +477.8% | +225.0% | +252.8% | +21.4% |
| All | +966.9% | +374.2% | +592.7% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling