+100.2%
WEN price history and return analytics
+374.2%
-274.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -2.1% | +0.4% | -2.5% | -2.5% |
| 30D | +1.4% | +1.0% | +0.4% | +0.5% |
| 3M | +20.0% | +2.4% | +17.6% | +17.0% |
| 6M | +15.4% | +12.0% | +3.4% | +3.5% |
| YTD | +0.9% | +15.3% | -14.5% | -11.9% |
| 1Y | -16.0% | +22.6% | -38.6% | -30.6% |
| 3Y | -52.1% | +74.7% | -126.7% | -71.5% |
| 5Y | -55.5% | +66.1% | -121.6% | -72.5% |
| 10Y | +9.7% | +225.0% | -215.3% | -62.2% |
| All | +100.2% | +374.2% | -274.0% | -57.9% |
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