-26.8%
WEAT price history and return analytics
+226.9%
-253.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | -1.5% | -2.0% | +0.5% | -1.5% |
| 30D | +12.7% | -1.4% | +14.1% | +12.7% |
| 3M | +18.5% | +4.7% | +13.8% | +18.4% |
| 6M | +17.5% | +11.4% | +6.2% | +17.2% |
| YTD | +33.8% | +13.1% | +20.7% | +33.3% |
| 1Y | +29.0% | +19.0% | +10.0% | +28.4% |
| 3Y | -9.9% | +73.9% | -83.9% | -11.6% |
| 5Y | -20.4% | +65.4% | -85.8% | -21.7% |
| All | -26.8% | +226.9% | -253.7% | -33.6% |
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