-39.7%
WVE price history and return analytics
+74.0%
-113.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.5% |
| 7D | -7.1% | +2.4% | -9.5% | -10.4% |
| 30D | +1.3% | -1.5% | +2.8% | +4.4% |
| 3M | -39.8% | -4.1% | -35.7% | -35.4% |
| 6M | -55.2% | +0.6% | -55.8% | -55.5% |
| YTD | -81.6% | +11.0% | -92.6% | -84.1% |
| 1Y | -53.1% | +13.3% | -66.4% | -61.1% |
| 3Y | -39.7% | +73.4% | -113.1% | -63.3% |
| All | -39.7% | +74.0% | -113.7% | -63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling