+142.7%
WFC vs VTI
+301.7%
-159.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +0.3% | -2.0% | +2.3% | +2.6% |
| 30D | +2.3% | -1.9% | +4.2% | +4.5% |
| 3M | +9.8% | +4.5% | +5.2% | +4.1% |
| 6M | +15.6% | +12.6% | +3.0% | +0.3% |
| YTD | -2.4% | +12.0% | -14.4% | -14.7% |
| 1Y | +13.8% | +17.3% | -3.5% | -5.7% |
| 3Y | +134.6% | +75.3% | +59.3% | +21.7% |
| 5Y | +127.9% | +74.0% | +53.9% | +18.9% |
| All | +142.7% | +301.7% | -159.1% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling