+2.5%
WFC vs VTV
+28.2%
-25.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +0.3% |
| 7D | +4.5% | +1.8% | +2.7% | +2.2% |
| 30D | +7.4% | +6.0% | +1.4% | -0.2% |
| 3M | -0.5% | +3.7% | -4.2% | -4.9% |
| 6M | +11.7% | +13.9% | -2.3% | -5.1% |
| YTD | -4.6% | +22.8% | -27.4% | -26.0% |
| 1Y | +2.5% | +27.9% | -25.3% | -23.9% |
| All | +2.5% | +28.2% | -25.7% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling