+115.5%
WEBL price history and return analytics
+72.7%
+42.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | +0.4% |
| 7D | -8.1% | -2.0% | -6.1% | -1.2% |
| 30D | -6.3% | -1.4% | -4.9% | -1.0% |
| 3M | +21.3% | +4.7% | +16.6% | +3.5% |
| 6M | +40.0% | +11.4% | +28.6% | -4.3% |
| YTD | +1.6% | +13.1% | -11.5% | -34.0% |
| 1Y | -17.5% | +19.0% | -36.5% | -55.1% |
| All | +115.5% | +72.7% | +42.8% | -66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling