+877.8%
WWD price history and return analytics
+346.0%
+531.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.1% |
| 7D | +4.2% | -2.3% | +6.5% | +7.4% |
| 30D | -2.1% | -5.0% | +2.8% | +4.8% |
| 3M | -13.2% | -4.9% | -8.3% | -7.1% |
| 6M | -16.9% | -1.5% | -15.3% | -15.3% |
| YTD | +5.2% | +8.5% | -3.3% | -5.5% |
| 1Y | +20.6% | +11.4% | +9.2% | +4.8% |
| 3Y | +146.3% | +70.1% | +76.3% | +20.9% |
| 5Y | +171.3% | +53.7% | +117.6% | +51.3% |
| 10Y | +471.3% | +220.0% | +251.4% | +22.5% |
| All | +877.8% | +346.0% | +531.8% | +51.4% |
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