-66.8%
WAFU vs VT
+148.2%
-215.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.2% | +0.4% | -2.6% | -2.3% |
| 30D | -4.9% | +1.0% | -5.9% | -5.3% |
| 3M | -18.1% | +2.4% | -20.5% | -18.9% |
| 6M | -20.0% | +12.0% | -32.0% | -23.5% |
| YTD | -12.8% | +15.3% | -28.2% | -17.6% |
| 1Y | -7.9% | +22.6% | -30.5% | -14.8% |
| 3Y | -35.2% | +74.7% | -109.9% | -46.3% |
| 5Y | -81.1% | +66.1% | -147.3% | -84.4% |
| All | -66.8% | +148.2% | -215.0% | -57.6% |
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