+67.1%
WRN price history and return analytics
+221.8%
-154.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.5% | -2.4% |
| 7D | -4.7% | +2.4% | -7.1% | -7.3% |
| 30D | -21.5% | -1.5% | -20.0% | -19.8% |
| 3M | -40.6% | -4.1% | -36.5% | -37.0% |
| 6M | -55.1% | +0.6% | -55.6% | -54.5% |
| YTD | -46.8% | +11.0% | -57.9% | -51.2% |
| 1Y | -31.4% | +13.3% | -44.7% | -38.4% |
| 3Y | +17.4% | +73.4% | -56.0% | -35.6% |
| 5Y | -6.0% | +57.4% | -63.4% | -41.8% |
| All | +67.1% | +221.8% | -154.7% | -64.9% |
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