-90.6%
WXM price history and return analytics
+41.5%
-132.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.6% | -5.1% |
| 7D | -3.8% | -0.1% | -3.7% | -3.3% |
| 30D | +1.0% | -0.7% | +1.7% | +1.8% |
| 3M | -15.3% | +4.0% | -19.3% | -23.9% |
| 6M | -20.8% | +12.3% | -33.1% | -39.3% |
| YTD | -20.8% | +14.0% | -34.8% | -43.6% |
| 1Y | -87.3% | +20.3% | -107.6% | -92.3% |
| All | -90.6% | +41.5% | -132.0% | -96.3% |
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 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