-82.4%
WEAT price history and return analytics
+409.1%
-491.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -2.7% |
| 7D | -1.6% | +2.9% | -4.5% | -1.8% |
| 30D | -11.2% | -2.5% | -8.7% | -11.0% |
| 3M | -11.5% | -3.3% | -8.1% | -11.3% |
| 6M | -15.4% | +1.5% | -16.9% | -15.5% |
| YTD | +8.0% | +11.4% | -3.3% | +7.1% |
| 1Y | +0.6% | +11.9% | -11.3% | -0.3% |
| 3Y | -25.1% | +73.9% | -99.0% | -28.5% |
| 5Y | -45.7% | +57.9% | -103.6% | -47.7% |
| 10Y | -39.8% | +222.6% | -262.5% | -48.1% |
| All | -82.4% | +409.1% | -491.6% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling