+190.6%
WERN price history and return analytics
+346.0%
-155.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | -2.7% | -2.3% | -0.4% | -0.9% |
| 30D | -16.7% | -5.0% | -11.7% | -13.3% |
| 3M | -26.6% | -4.9% | -21.7% | -23.7% |
| 6M | -25.4% | -1.5% | -23.9% | -24.6% |
| YTD | -8.7% | +8.5% | -17.2% | -14.6% |
| 1Y | +7.0% | +11.4% | -4.3% | -1.8% |
| 3Y | -23.8% | +70.1% | -93.9% | -49.9% |
| 5Y | -36.6% | +53.7% | -90.3% | -55.2% |
| 10Y | +41.7% | +220.0% | -178.2% | -44.6% |
| All | +190.6% | +346.0% | -155.5% | -10.5% |
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