+132.8%
WFC vs VTI
+74.4%
+58.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +0.3% | -2.0% | +2.3% | +2.2% |
| 30D | +2.3% | -1.9% | +4.2% | +4.2% |
| 3M | +9.8% | +4.5% | +5.2% | +4.9% |
| 6M | +15.6% | +12.6% | +3.0% | +2.2% |
| YTD | -2.4% | +12.0% | -14.4% | -13.2% |
| 1Y | +13.8% | +17.3% | -3.5% | -3.3% |
| All | +132.8% | +74.4% | +58.4% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling