+24.6%
WWW price history and return analytics
+221.8%
-197.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +9.2% |
| 7D | +16.7% | +2.4% | +14.3% | +12.9% |
| 30D | +32.2% | -1.5% | +33.7% | +35.0% |
| 3M | +25.9% | -4.1% | +30.0% | +33.5% |
| 6M | +62.1% | +0.6% | +61.5% | +60.6% |
| YTD | +40.3% | +11.0% | +29.3% | +21.4% |
| 1Y | +63.1% | +13.3% | +49.7% | +37.1% |
| 3Y | +252.3% | +73.4% | +178.9% | +75.0% |
| 5Y | -16.6% | +57.4% | -74.1% | -52.2% |
| All | +24.6% | +221.8% | -197.1% | -67.2% |
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