+35.9%
WERN price history and return analytics
+221.8%
-185.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +4.0% | +2.4% | +1.7% | +2.1% |
| 30D | -13.7% | -1.5% | -12.2% | -12.6% |
| 3M | -26.9% | -4.1% | -22.7% | -24.4% |
| 6M | -18.3% | +0.6% | -18.9% | -18.8% |
| YTD | -5.0% | +11.0% | -16.1% | -12.9% |
| 1Y | +15.6% | +13.3% | +2.3% | +4.4% |
| 3Y | -20.8% | +73.4% | -94.2% | -49.0% |
| 5Y | -35.8% | +57.4% | -93.2% | -55.7% |
| All | +35.9% | +221.8% | -185.8% | -50.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling