+22.4%
WAFD vs VT
+69.4%
-47.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +1.6% |
| 7D | -0.6% | -4.2% | +3.6% | +3.3% |
| 30D | -1.4% | -5.8% | +4.4% | +4.0% |
| 3M | -21.2% | -5.2% | -16.0% | -17.4% |
| 6M | -15.7% | +0.1% | -15.8% | -16.7% |
| YTD | -5.8% | +8.2% | -14.0% | -14.3% |
| 1Y | +1.1% | +10.1% | -9.0% | -10.0% |
| All | +22.4% | +69.4% | -47.0% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling