+13.8%
VRT vs WFC
+2.7%
+11.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.2% | -15.1% | -13.4% |
| 7D | -15.4% | +4.5% | -19.9% | -16.3% |
| 30D | -19.0% | +7.4% | -26.3% | -20.4% |
| 3M | -23.8% | -0.5% | -23.3% | -23.8% |
| 6M | -37.9% | +11.7% | -49.6% | -39.0% |
| YTD | +27.0% | -4.6% | +31.6% | +28.1% |
| 1Y | +13.8% | +2.5% | +11.3% | +4.4% |
| All | +13.8% | +2.7% | +11.1% | +4.4% |
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