+199.2%
WERN price history and return analytics
+355.4%
-156.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | -3.0% | -0.1% | -2.9% | -2.8% |
| 30D | -15.1% | -3.1% | -12.1% | -13.0% |
| 3M | -24.0% | -3.5% | -20.5% | -21.9% |
| 6M | -23.3% | +0.5% | -23.7% | -23.6% |
| YTD | -6.0% | +10.8% | -16.8% | -13.4% |
| 1Y | +11.2% | +11.9% | -0.6% | +1.7% |
| 3Y | -20.7% | +73.0% | -93.7% | -48.5% |
| 5Y | -34.9% | +58.6% | -93.5% | -55.1% |
| 10Y | +36.1% | +219.2% | -183.1% | -46.7% |
| All | +199.2% | +355.4% | -156.3% | -9.3% |
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