-3.2%
WDFC vs VT
+66.2%
-69.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -4.4% | +0.4% | -4.9% | -4.6% |
| 30D | -11.6% | +1.0% | -12.6% | -12.0% |
| 3M | +2.6% | +2.4% | +0.3% | +1.3% |
| 6M | -14.3% | +12.0% | -26.3% | -19.4% |
| YTD | +6.9% | +15.3% | -8.4% | -1.3% |
| 1Y | -2.4% | +22.6% | -25.0% | -13.1% |
| 3Y | +3.4% | +74.7% | -71.2% | -27.1% |
| All | -3.2% | +66.2% | -69.4% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling