-99.2%
WWR price history and return analytics
+226.9%
-326.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.0% |
| 7D | +5.5% | -2.0% | +7.5% | +7.9% |
| 30D | -3.3% | -1.4% | -1.9% | -1.8% |
| 3M | +20.8% | +4.7% | +16.1% | +15.9% |
| 6M | -29.3% | +11.4% | -40.6% | -36.0% |
| YTD | -22.7% | +13.1% | -35.7% | -30.8% |
| 1Y | -15.9% | +19.0% | -35.0% | -28.7% |
| 3Y | -20.5% | +73.9% | -94.5% | -56.3% |
| 5Y | -84.1% | +65.4% | -149.5% | -90.5% |
| All | -99.2% | +226.9% | -326.1% | -99.8% |
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 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