+128.5%
WFC vs VTI
+72.9%
+55.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.5% | +2.5% |
| 7D | +0.4% | -0.4% | +0.8% | +0.8% |
| 30D | +2.5% | -1.6% | +4.0% | +4.0% |
| 3M | +10.0% | +3.6% | +6.4% | +6.0% |
| 6M | +15.1% | +13.0% | +2.0% | +1.4% |
| YTD | -2.2% | +12.7% | -14.9% | -13.5% |
| 1Y | +13.5% | +18.4% | -4.9% | -4.4% |
| 3Y | +135.2% | +76.4% | +58.8% | +34.4% |
| All | +128.5% | +72.9% | +55.6% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling