+4.7%
WY price history and return analytics
+229.8%
-225.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.8% |
| 7D | -4.2% | -1.1% | -3.1% | -2.8% |
| 30D | -10.1% | -1.0% | -9.1% | -9.0% |
| 3M | -8.5% | +3.2% | -11.6% | -12.4% |
| 6M | -3.3% | +12.5% | -15.8% | -17.6% |
| YTD | -4.4% | +14.1% | -18.5% | -20.3% |
| 1Y | -11.5% | +18.9% | -30.4% | -30.4% |
| 3Y | -24.3% | +74.1% | -98.4% | -64.9% |
| 5Y | -21.3% | +66.9% | -88.2% | -61.5% |
| All | +4.7% | +229.8% | -225.1% | -79.8% |
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