+72.6%
WELD price history and return analytics
+69.7%
+2.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | -5.4% | -2.3% | -3.1% | -2.3% |
| 30D | -12.6% | -5.0% | -7.6% | -6.2% |
| 3M | -19.2% | -4.9% | -14.3% | -13.3% |
| 6M | -19.7% | -1.5% | -18.1% | -17.5% |
| YTD | +6.5% | +8.5% | -1.9% | -3.5% |
| 1Y | +8.5% | +11.4% | -2.9% | -4.9% |
| 3Y | +72.6% | +70.1% | +2.5% | -11.6% |
| All | +72.6% | +69.7% | +2.8% | -11.6% |
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