-14.3%
WFG vs VT
+59.8%
-74.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.7% |
| 7D | -4.9% | -0.7% | -4.2% | -4.4% |
| 30D | +3.8% | -1.7% | +5.6% | +5.4% |
| 3M | -6.8% | -2.3% | -4.5% | -4.9% |
| 6M | +10.5% | +1.5% | +9.0% | +8.5% |
| YTD | +10.1% | +12.0% | -1.9% | -2.2% |
| 1Y | +14.4% | +12.9% | +1.5% | +0.8% |
| 3Y | -5.6% | +74.9% | -80.6% | -48.1% |
| 5Y | -14.3% | +59.9% | -74.2% | -48.3% |
| All | -14.3% | +59.8% | -74.0% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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