-65.9%
WAFU vs VT
+133.5%
-199.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -0.7% | -2.3% | +1.6% | +0.1% |
| 30D | -4.1% | -5.0% | +0.8% | -2.4% |
| 3M | -0.7% | -4.9% | +4.2% | +0.8% |
| 6M | -13.6% | -1.5% | -12.0% | -13.5% |
| YTD | -10.3% | +8.5% | -18.7% | -13.5% |
| 1Y | -11.9% | +11.4% | -23.3% | -15.9% |
| 3Y | -17.6% | +70.1% | -87.7% | -31.0% |
| 5Y | -76.9% | +53.7% | -130.7% | -80.6% |
| All | -65.9% | +133.5% | -199.3% | -55.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling