-65.4%
WAFU vs VT
+132.9%
-198.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.7% |
| 7D | -0.7% | -4.2% | +3.5% | +0.7% |
| 30D | -2.7% | -5.8% | +3.1% | -0.8% |
| 3M | -0.7% | -5.2% | +4.5% | +1.0% |
| 6M | -12.3% | +0.1% | -12.5% | -12.8% |
| YTD | -9.0% | +8.2% | -17.2% | -12.2% |
| 1Y | -13.9% | +10.1% | -24.1% | -17.5% |
| 3Y | -16.5% | +69.7% | -86.1% | -29.9% |
| 5Y | -76.6% | +53.4% | -130.0% | -80.3% |
| All | -65.4% | +132.9% | -198.3% | -54.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling