+624.9%
WEX price history and return analytics
+357.6%
+267.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -3.0% |
| 7D | -1.3% | +0.4% | -1.6% | -2.1% |
| 30D | +5.9% | -2.6% | +8.5% | +8.7% |
| 3M | -1.5% | -3.2% | +1.8% | +1.7% |
| 6M | +28.9% | +0.9% | +27.9% | +25.0% |
| YTD | +22.5% | +11.3% | +11.2% | +4.3% |
| 1Y | +25.3% | +14.0% | +11.3% | +3.5% |
| 3Y | +8.0% | +75.8% | -67.9% | -47.1% |
| 5Y | +20.2% | +57.8% | -37.7% | -31.8% |
| 10Y | +74.2% | +219.8% | -145.6% | -51.1% |
| All | +624.9% | +357.6% | +267.3% | +45.2% |
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