+104.0%
WEN price history and return analytics
+357.8%
-253.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | +3.0% | +2.9% | +0.1% | +0.5% |
| 30D | +28.8% | -2.5% | +31.3% | +31.2% |
| 3M | -4.7% | -3.3% | -1.4% | -2.3% |
| 6M | +6.4% | +1.5% | +4.8% | +4.0% |
| YTD | +2.7% | +11.4% | -8.6% | -7.8% |
| 1Y | -0.3% | +11.9% | -12.2% | -10.9% |
| 3Y | -48.5% | +73.9% | -122.4% | -69.3% |
| 5Y | -52.2% | +57.9% | -110.1% | -69.3% |
| 10Y | -0.8% | +222.6% | -223.5% | -65.7% |
| All | +104.0% | +357.8% | -253.9% | -55.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling