+171.9%
WEYS price history and return analytics
+229.8%
-57.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | -1.7% | -1.1% | -0.6% | -0.7% |
| 30D | -4.0% | -1.0% | -3.0% | -3.1% |
| 3M | +24.0% | +3.2% | +20.8% | +20.0% |
| 6M | +32.8% | +12.5% | +20.3% | +17.9% |
| YTD | +49.1% | +14.1% | +35.0% | +30.3% |
| 1Y | +58.6% | +18.9% | +39.7% | +33.3% |
| 3Y | +100.6% | +74.1% | +26.5% | +17.7% |
| 5Y | +168.3% | +66.9% | +101.4% | +61.1% |
| All | +171.9% | +229.8% | -57.8% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling