+171.9%
WFRD vs VT
+53.4%
+118.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.6% |
| 7D | -6.5% | -2.3% | -4.2% | -3.7% |
| 30D | +10.9% | -5.0% | +15.8% | +18.3% |
| 3M | -4.8% | -4.9% | +0.1% | +1.5% |
| 6M | -21.6% | -1.5% | -20.0% | -20.0% |
| YTD | +9.2% | +8.5% | +0.7% | -1.8% |
| 1Y | +19.9% | +11.4% | +8.5% | +4.1% |
| 3Y | -12.2% | +70.1% | -82.3% | -52.1% |
| All | +171.9% | +53.4% | +118.5% | +89.0% |
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