-80.4%
WVE price history and return analytics
+229.8%
-310.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.6% |
| 7D | -7.1% | +2.4% | -9.5% | -9.7% |
| 30D | +1.3% | -1.5% | +2.8% | +3.8% |
| 3M | -39.8% | -4.1% | -35.7% | -36.4% |
| 6M | -55.2% | +0.6% | -55.8% | -55.4% |
| YTD | -81.6% | +11.0% | -92.6% | -83.4% |
| 1Y | -53.1% | +13.3% | -66.4% | -58.9% |
| 3Y | -39.7% | +73.4% | -113.1% | -67.0% |
| 5Y | -32.8% | +57.4% | -90.3% | -58.0% |
| 10Y | -91.4% | +221.7% | -313.1% | -97.0% |
| All | -80.4% | +229.8% | -310.2% | -92.9% |
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 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