-35.2%
WERN price history and return analytics
+57.4%
-92.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +1.4% |
| 7D | -2.6% | +0.4% | -3.0% | -2.8% |
| 30D | -14.7% | -2.6% | -12.1% | -12.9% |
| 3M | -25.4% | -3.2% | -22.1% | -23.4% |
| 6M | -22.9% | +0.9% | -23.8% | -23.6% |
| YTD | -5.6% | +11.3% | -16.9% | -13.6% |
| 1Y | +8.2% | +14.0% | -5.8% | -3.0% |
| 3Y | -19.3% | +75.8% | -95.1% | -48.2% |
| 5Y | -35.2% | +57.8% | -93.0% | -57.1% |
| All | -35.2% | +57.4% | -92.6% | -57.1% |
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