-85.5%
WEBS price history and return analytics
+74.2%
-159.7%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -0.4% |
| 7D | +2.4% | -1.1% | +3.5% | -1.5% |
| 30D | +2.2% | -1.0% | +3.2% | -0.5% |
| 3M | -25.3% | +3.2% | -28.5% | -14.5% |
| 6M | -43.3% | +12.5% | -55.7% | -6.7% |
| YTD | -27.2% | +14.1% | -41.2% | +28.7% |
| 1Y | -15.9% | +18.9% | -34.8% | +80.8% |
| 3Y | -85.5% | +74.1% | -159.6% | +130.1% |
| All | -85.5% | +74.2% | -159.7% | +130.1% |
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