+112.9%
WERN price history and return analytics
+222.7%
-109.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | +2.7% | -0.1% | +2.8% | +2.8% |
| 30D | +6.0% | -0.7% | +6.7% | +6.7% |
| 3M | -10.3% | +4.0% | -14.3% | -13.1% |
| 6M | +25.5% | +12.3% | +13.2% | +14.2% |
| YTD | +31.2% | +14.0% | +17.2% | +17.9% |
| 1Y | +39.5% | +20.3% | +19.2% | +20.3% |
| 3Y | +3.6% | +75.4% | -71.8% | -33.8% |
| 5Y | -11.0% | +66.0% | -77.0% | -41.1% |
| 10Y | +112.9% | +228.2% | -115.3% | -23.0% |
| All | +112.9% | +222.7% | -109.8% | -23.0% |
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