+8.6%
V vs WFC
+13.8%
-5.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.2% |
| 7D | -1.1% | +1.1% | -2.1% | -1.3% |
| 30D | +1.9% | +0.8% | +1.1% | +1.7% |
| 3M | +15.5% | +9.3% | +6.3% | +13.2% |
| 6M | +16.6% | +10.6% | +6.0% | +13.5% |
| YTD | +5.7% | -4.1% | +9.8% | +6.3% |
| 1Y | +8.6% | +13.6% | -5.0% | +6.2% |
| All | +8.6% | +13.8% | -5.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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