-32.1%
WY price history and return analytics
+57.0%
-89.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | -0.8% | +2.4% | -3.2% | -2.8% |
| 30D | +10.1% | -1.5% | +11.6% | +11.2% |
| 3M | -15.4% | -4.1% | -11.3% | -12.5% |
| 6M | -8.3% | +0.6% | -8.9% | -9.5% |
| YTD | -9.8% | +11.0% | -20.9% | -19.3% |
| 1Y | -3.9% | +13.3% | -17.2% | -15.7% |
| 3Y | -23.3% | +73.4% | -96.7% | -56.7% |
| All | -32.1% | +57.0% | -89.1% | -58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling