+132.9%
WFC vs VT
+75.0%
+58.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.8% | +0.4% | +3.3% | +3.3% |
| 30D | +1.5% | +1.0% | +0.5% | +0.5% |
| 3M | +10.9% | +2.4% | +8.5% | +8.1% |
| 6M | +8.4% | +12.0% | -3.6% | -3.8% |
| YTD | -1.9% | +15.3% | -17.2% | -15.6% |
| 1Y | +12.3% | +22.6% | -10.2% | -9.4% |
| All | +132.9% | +75.0% | +58.0% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling