+103.4%
WYY price history and return analytics
+66.2%
+37.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +6.0% | +1.0% | +5.0% | +5.2% |
| 30D | -6.2% | -0.2% | -6.0% | -5.9% |
| 3M | -3.8% | +4.5% | -8.4% | -7.1% |
| 6M | +134.1% | +14.1% | +120.1% | +107.5% |
| YTD | +101.9% | +14.8% | +87.1% | +78.3% |
| 1Y | +106.1% | +21.2% | +84.9% | +74.0% |
| 3Y | +485.9% | +76.6% | +409.4% | +287.4% |
| 5Y | +103.4% | +66.6% | +36.8% | +31.7% |
| All | +103.4% | +66.2% | +37.2% | +31.7% |
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