+6.3%
WWW price history and return analytics
+229.8%
-223.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.1% |
| 7D | -4.0% | -1.1% | -2.9% | -2.5% |
| 30D | +10.4% | -1.0% | +11.3% | +12.0% |
| 3M | +10.1% | +3.2% | +6.9% | +5.2% |
| 6M | +24.3% | +12.5% | +11.8% | +5.5% |
| YTD | +11.8% | +14.1% | -2.3% | -6.8% |
| 1Y | -33.3% | +18.9% | -52.2% | -47.6% |
| 3Y | +169.2% | +74.1% | +95.1% | +32.7% |
| 5Y | -33.1% | +66.9% | -99.9% | -64.2% |
| All | +6.3% | +229.8% | -223.5% | -70.4% |
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 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