+50.8%
WXET price history and return analytics
+23.3%
+27.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | -12.7% | +0.4% | -13.2% | -12.6% |
| 30D | +21.7% | +1.0% | +20.7% | +22.1% |
| 3M | +41.4% | +2.4% | +39.0% | +42.0% |
| 6M | +40.0% | +12.0% | +28.0% | +48.1% |
| YTD | +68.7% | +15.3% | +53.4% | +74.0% |
| 1Y | +50.8% | +22.6% | +28.2% | +61.5% |
| All | +50.8% | +23.3% | +27.5% | +61.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling