-7.8%
WEBL price history and return analytics
+23.4%
-31.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +3.2% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +4.1% | +0.8% | +3.3% | +2.2% |
| 3M | +8.0% | +2.8% | +5.2% | +1.8% |
| 6M | +58.3% | +13.0% | +45.3% | +11.4% |
| YTD | +10.5% | +15.4% | -4.9% | -26.9% |
| All | -7.8% | +23.4% | -31.1% | -47.7% |
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