-54.7%
WEN price history and return analytics
+74.2%
-128.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -8.5% | -0.1% | -8.4% | -8.4% |
| 30D | +4.2% | -0.7% | +4.8% | +4.5% |
| 3M | +13.3% | +4.0% | +9.3% | +11.0% |
| 6M | +6.5% | +12.3% | -5.8% | -0.4% |
| YTD | -5.3% | +14.0% | -19.3% | -12.4% |
| 1Y | -19.1% | +20.3% | -39.4% | -27.7% |
| All | -54.7% | +74.2% | -128.9% | -67.8% |
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