-34.2%
WERN vs VT
+53.2%
-87.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | -1.4% |
| 7D | +1.2% | -4.2% | +5.4% | +4.8% |
| 30D | -14.8% | -5.8% | -9.0% | -10.6% |
| 3M | -25.8% | -5.2% | -20.5% | -22.5% |
| 6M | -18.8% | +0.1% | -18.9% | -19.0% |
| YTD | -5.3% | +8.2% | -13.5% | -11.4% |
| 1Y | +6.7% | +10.1% | -3.5% | -1.6% |
| 3Y | -20.4% | +69.7% | -90.0% | -47.4% |
| 5Y | -34.2% | +53.4% | -87.6% | -55.0% |
| All | -34.2% | +53.2% | -87.4% | -55.0% |
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