+714.5%
WFC vs VTI
+959.0%
-244.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.5% |
| 7D | +1.1% | +0.6% | +0.4% | +0.2% |
| 30D | +0.8% | -1.1% | +1.9% | +2.2% |
| 3M | +9.3% | +3.9% | +5.4% | +3.7% |
| 6M | +10.6% | +14.6% | -4.0% | -8.0% |
| YTD | -4.1% | +13.3% | -17.4% | -18.9% |
| 1Y | +13.6% | +19.2% | -5.6% | -10.1% |
| 3Y | +130.7% | +77.4% | +53.3% | +7.8% |
| 5Y | +126.7% | +74.0% | +52.7% | +7.1% |
| 10Y | +132.1% | +294.6% | -162.5% | -63.1% |
| All | +714.5% | +959.0% | -244.5% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling