+943.3%
WWD price history and return analytics
+360.7%
+582.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | -0.2% |
| 7D | +3.7% | -0.7% | +4.4% | +4.8% |
| 30D | +1.8% | -1.7% | +3.6% | +4.4% |
| 3M | -5.0% | -2.3% | -2.7% | -1.8% |
| 6M | -8.4% | +1.5% | -9.9% | -10.4% |
| YTD | +12.3% | +12.0% | +0.2% | -3.4% |
| 1Y | +26.2% | +12.9% | +13.4% | +7.8% |
| 3Y | +154.6% | +74.9% | +79.6% | +20.4% |
| 5Y | +195.3% | +59.9% | +135.3% | +56.3% |
| 10Y | +466.3% | +224.6% | +241.7% | +19.2% |
| All | +943.3% | +360.7% | +582.6% | +54.8% |
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