-15.9%
WWR price history and return analytics
+18.7%
-34.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +2.1% |
| 7D | +5.5% | -2.0% | +7.5% | +10.9% |
| 30D | -3.3% | -1.4% | -1.9% | 0.0% |
| 3M | +20.8% | +4.7% | +16.1% | +11.2% |
| 6M | -29.3% | +11.4% | -40.6% | -42.4% |
| YTD | -22.7% | +13.1% | -35.7% | -37.7% |
| 1Y | -15.9% | +19.0% | -35.0% | -32.9% |
| All | -15.9% | +18.7% | -34.7% | -32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling