-55.3%
WXM price history and return analytics
-0.9%
-54.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +0.2% | +12.7% | +12.6% |
| 7D | -21.1% | -2.3% | -18.7% | -18.1% |
| 30D | -40.8% | -5.0% | -35.9% | -37.1% |
| 3M | -52.4% | -4.9% | -47.5% | -49.4% |
| 6M | -55.3% | -1.5% | -53.8% | -51.1% |
| All | -55.3% | -0.9% | -54.4% | -51.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling