-21.6%
WY price history and return analytics
+63.7%
-85.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -1.9% |
| 7D | -3.7% | -2.0% | -1.7% | -1.9% |
| 30D | -11.3% | -1.4% | -9.9% | -10.2% |
| 3M | -8.1% | +4.7% | -12.9% | -12.2% |
| 6M | -7.4% | +11.4% | -18.8% | -16.7% |
| YTD | -4.7% | +13.1% | -17.8% | -15.7% |
| 1Y | -9.2% | +19.0% | -28.2% | -23.8% |
| 3Y | -24.7% | +73.9% | -98.6% | -57.3% |
| 5Y | -21.6% | +65.4% | -87.0% | -53.2% |
| All | -21.6% | +63.7% | -85.2% | -53.2% |
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