+252.6%
WF vs VT
+66.2%
+186.4%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +2.1% | +0.4% | +1.6% | +1.6% |
| 30D | +7.2% | +1.0% | +6.3% | +6.3% |
| 3M | +21.8% | +2.4% | +19.4% | +19.0% |
| 6M | +5.2% | +12.0% | -6.8% | -5.9% |
| YTD | +27.3% | +15.3% | +12.0% | +10.9% |
| 1Y | +40.6% | +22.6% | +18.1% | +15.5% |
| 3Y | +238.5% | +74.7% | +163.8% | +96.5% |
| All | +252.6% | +66.2% | +186.4% | +118.7% |
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