-41.1%
WYY price history and return analytics
+357.6%
-398.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -2.1% |
| 7D | -12.7% | +0.4% | -13.1% | -12.9% |
| 30D | -14.4% | -2.6% | -11.8% | -13.2% |
| 3M | -46.0% | -3.2% | -42.8% | -45.3% |
| 6M | -21.4% | +0.9% | -22.4% | -22.2% |
| YTD | +16.2% | +11.3% | +4.9% | +9.2% |
| 1Y | -8.6% | +14.0% | -22.6% | -15.2% |
| 3Y | +275.9% | +75.8% | +200.1% | +184.8% |
| 5Y | +16.9% | +57.8% | -41.0% | -7.2% |
| 10Y | +32.8% | +219.8% | -187.0% | -21.5% |
| All | -41.1% | +357.6% | -398.8% | -59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling