-43.1%
WYY price history and return analytics
+357.8%
-400.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -2.4% | +2.9% | -5.3% | -3.9% |
| 30D | -12.5% | -2.5% | -10.0% | -11.3% |
| 3M | -47.5% | -3.3% | -44.2% | -46.8% |
| 6M | -27.2% | +1.5% | -28.7% | -28.1% |
| YTD | +12.3% | +11.4% | +0.9% | +5.5% |
| 1Y | -11.7% | +11.9% | -23.6% | -17.3% |
| 3Y | +250.6% | +73.9% | +176.7% | +167.0% |
| 5Y | +15.7% | +57.9% | -42.2% | -8.1% |
| 10Y | +5.8% | +222.6% | -216.8% | -37.6% |
| All | -43.1% | +357.8% | -400.9% | -61.2% |
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 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