+190.1%
WES price history and return analytics
+57.4%
+132.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +1.1% |
| 7D | -7.3% | +0.4% | -7.7% | -7.5% |
| 30D | -8.3% | -2.6% | -5.7% | -6.6% |
| 3M | -10.3% | -3.2% | -7.0% | -8.3% |
| 6M | -1.9% | +0.9% | -2.8% | -3.1% |
| YTD | +12.9% | +11.3% | +1.6% | +2.8% |
| 1Y | +14.4% | +14.0% | +0.3% | +2.0% |
| 3Y | +96.5% | +75.8% | +20.7% | +20.1% |
| 5Y | +190.1% | +57.8% | +132.2% | +86.3% |
| All | +190.1% | +57.4% | +132.7% | +86.3% |
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 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