+0.3%
WFC vs VT
+10.5%
-10.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.6% |
| 7D | +1.2% | -2.3% | +3.6% | +2.7% |
| 30D | +5.2% | -5.0% | +10.2% | +8.5% |
| 3M | -3.0% | -4.9% | +1.8% | -0.1% |
| 6M | +6.2% | -1.5% | +7.7% | +6.6% |
| YTD | -7.9% | +8.5% | -16.4% | -15.1% |
| 1Y | +0.3% | +11.4% | -11.1% | -9.9% |
| All | +0.3% | +10.5% | -10.2% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling