-50.5%
WEN price history and return analytics
+57.5%
-108.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | +14.7% | -0.1% | +14.9% | +14.6% |
| 30D | +33.9% | -3.1% | +36.9% | +36.1% |
| 3M | +15.2% | -3.5% | +18.7% | +17.5% |
| 6M | +17.4% | +0.5% | +16.9% | +16.2% |
| YTD | +4.8% | +10.8% | -6.0% | -3.0% |
| 1Y | +3.9% | +11.9% | -8.0% | -4.4% |
| 3Y | -47.5% | +73.0% | -120.5% | -64.8% |
| 5Y | -50.5% | +58.6% | -109.1% | -64.4% |
| All | -50.5% | +57.5% | -108.0% | -64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling