-12.9%
WYY price history and return analytics
+221.8%
-234.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.9% |
| 7D | -10.0% | +2.4% | -12.4% | -11.6% |
| 30D | -14.4% | -1.5% | -12.9% | -13.4% |
| 3M | -51.3% | -4.1% | -47.2% | -50.1% |
| 6M | -31.3% | +0.6% | -31.9% | -32.2% |
| YTD | +5.4% | +11.0% | -5.6% | -3.9% |
| 1Y | -10.3% | +13.3% | -23.6% | -19.6% |
| 3Y | +232.9% | +73.4% | +159.5% | +123.2% |
| 5Y | +8.6% | +57.4% | -48.8% | -22.6% |
| All | -12.9% | +221.8% | -234.7% | -67.6% |
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