+0.3%
WFC vs VG
+48.6%
-48.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.2% | -22.0% | +23.3% | +0.8% |
| 30D | +5.2% | -11.6% | +16.9% | +4.9% |
| 3M | -3.0% | -14.9% | +11.8% | -3.3% |
| 6M | +6.2% | -3.5% | +9.7% | +5.9% |
| YTD | -7.9% | +70.0% | -77.9% | -11.8% |
| 1Y | +0.3% | +50.0% | -49.7% | -3.2% |
| All | +0.3% | +48.6% | -48.4% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling