-20.5%
WWR price history and return analytics
+72.7%
-93.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.0% |
| 7D | +5.5% | -2.0% | +7.5% | +8.0% |
| 30D | -3.3% | -1.4% | -1.9% | -1.7% |
| 3M | +20.8% | +4.7% | +16.1% | +16.4% |
| 6M | -29.3% | +11.4% | -40.6% | -35.3% |
| YTD | -22.7% | +13.1% | -35.7% | -29.6% |
| 1Y | -15.9% | +19.0% | -35.0% | -25.9% |
| All | -20.5% | +72.7% | -93.2% | -34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling