-66.7%
WEBL price history and return analytics
+65.7%
-132.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | -0.1% |
| 7D | -2.2% | -1.1% | -1.1% | +2.5% |
| 30D | -3.9% | -1.0% | -2.9% | +0.6% |
| 3M | +22.5% | +3.2% | +19.3% | +8.3% |
| 6M | +45.4% | +12.5% | +32.9% | -11.2% |
| YTD | +5.2% | +14.1% | -8.9% | -39.2% |
| 1Y | -14.9% | +18.9% | -33.8% | -58.2% |
| 3Y | +123.2% | +74.1% | +49.1% | -75.3% |
| All | -66.7% | +65.7% | -132.4% | -91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling