-69.3%
WVE price history and return analytics
+240.8%
-310.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | -1.2% | +1.0% | -2.2% | -2.5% |
| 30D | -19.5% | -0.2% | -19.3% | -19.3% |
| 3M | -13.9% | +4.5% | -18.4% | -18.5% |
| 6M | -62.6% | +14.1% | -76.6% | -67.6% |
| YTD | -71.1% | +14.8% | -85.9% | -75.1% |
| 1Y | -35.2% | +21.2% | -56.4% | -48.0% |
| 3Y | +8.1% | +76.6% | -68.4% | -42.5% |
| 5Y | -16.8% | +66.6% | -83.4% | -51.3% |
| 10Y | -81.1% | +222.3% | -303.4% | -93.6% |
| All | -69.3% | +240.8% | -310.1% | -89.4% |
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