+13.8%
WFC vs VO
+12.4%
+1.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.6% |
| 7D | +0.3% | -2.5% | +2.8% | +2.7% |
| 30D | +2.3% | -3.2% | +5.5% | +5.4% |
| 3M | +9.8% | +3.9% | +5.8% | +5.5% |
| 6M | +15.6% | +9.6% | +5.9% | +4.6% |
| YTD | -2.4% | +11.6% | -14.0% | -13.2% |
| 1Y | +13.8% | +12.6% | +1.2% | +1.3% |
| All | +13.8% | +12.4% | +1.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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