+101.2%
WELD price history and return analytics
+79.6%
+21.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +1.8% |
| 7D | -1.6% | +0.4% | -2.0% | -2.1% |
| 30D | -7.3% | -2.6% | -4.7% | -3.7% |
| 3M | -15.3% | -3.2% | -12.0% | -11.2% |
| 6M | -14.1% | +0.9% | -15.0% | -14.6% |
| YTD | +12.2% | +11.3% | +0.8% | -1.6% |
| 1Y | +14.4% | +14.0% | +0.4% | -2.6% |
| 3Y | +82.2% | +75.8% | +6.4% | -8.0% |
| All | +101.2% | +79.6% | +21.6% | -3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling