+7.0%
WEX price history and return analytics
+65.7%
-58.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | 0.0% |
| 7D | -3.6% | -0.1% | -3.5% | -3.4% |
| 30D | -0.3% | -0.7% | +0.4% | +0.5% |
| 3M | +25.3% | +4.0% | +21.3% | +18.7% |
| 6M | +14.8% | +12.3% | +2.5% | -2.6% |
| YTD | +24.8% | +14.0% | +10.7% | +3.8% |
| 1Y | +7.7% | +20.3% | -12.6% | -16.6% |
| 3Y | -6.5% | +75.4% | -81.9% | -55.5% |
| 5Y | +7.0% | +66.0% | -59.0% | -46.8% |
| All | +7.0% | +65.7% | -58.7% | -46.8% |
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