+30.1%
WEAT price history and return analytics
+23.4%
+6.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -2.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.3% |
| 30D | +13.7% | +0.8% | +12.8% | +13.8% |
| 3M | +19.6% | +2.8% | +16.8% | +20.0% |
| 6M | +24.1% | +13.0% | +11.1% | +27.2% |
| YTD | +35.8% | +15.4% | +20.4% | +37.9% |
| All | +30.1% | +23.4% | +6.7% | +34.5% |
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