+99.3%
WELD price history and return analytics
+79.1%
+20.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | +4.3% | +2.4% | +1.9% | +1.2% |
| 30D | -5.2% | -1.5% | -3.7% | -3.1% |
| 3M | -15.1% | -4.1% | -11.0% | -9.9% |
| 6M | -14.8% | +0.6% | -15.3% | -14.9% |
| YTD | +11.1% | +11.0% | +0.1% | -2.2% |
| 1Y | +14.7% | +13.3% | +1.3% | -1.6% |
| 3Y | +76.5% | +73.4% | +3.1% | -9.4% |
| All | +99.3% | +79.1% | +20.2% | -3.7% |
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 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