+3.4%
WEN vs VT
+13.0%
-9.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +1.3% |
| 7D | +14.3% | +0.4% | +14.0% | +14.0% |
| 30D | +33.2% | -2.6% | +35.8% | +33.7% |
| 3M | +8.9% | -3.2% | +12.1% | +9.4% |
| 6M | +16.8% | +0.9% | +15.8% | +16.3% |
| YTD | +4.3% | +11.3% | -7.1% | -2.2% |
| All | +3.4% | +13.0% | -9.6% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling