+117.8%
WERN vs VT
+224.5%
-106.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +4.2% | +0.4% | +3.8% | +3.9% |
| 30D | +5.9% | +1.0% | +4.9% | +5.1% |
| 3M | -7.1% | +2.4% | -9.5% | -8.9% |
| 6M | +16.9% | +12.0% | +4.9% | +6.6% |
| YTD | +35.1% | +15.3% | +19.7% | +20.3% |
| 1Y | +41.4% | +22.6% | +18.8% | +20.0% |
| 3Y | +1.4% | +74.7% | -73.2% | -35.0% |
| 5Y | -9.2% | +66.1% | -75.4% | -40.0% |
| All | +117.8% | +224.5% | -106.6% | -21.1% |
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