+612.8%
WEX price history and return analytics
+357.8%
+255.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | -0.2% | +2.9% | -3.0% | -3.6% |
| 30D | +2.7% | -2.5% | +5.2% | +5.4% |
| 3M | -5.6% | -3.3% | -2.2% | -2.4% |
| 6M | +32.2% | +1.5% | +30.7% | +27.3% |
| YTD | +20.5% | +11.4% | +9.1% | +2.5% |
| 1Y | +24.4% | +11.9% | +12.5% | +5.3% |
| 3Y | +4.6% | +73.9% | -69.3% | -48.0% |
| 5Y | +19.3% | +57.9% | -38.6% | -32.4% |
| 10Y | +76.6% | +222.6% | -146.1% | -50.9% |
| All | +612.8% | +357.8% | +255.0% | +42.7% |
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