+1,622.8%
WFRD vs VT
+92.9%
+1,530.0%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +2.2% | +0.4% | +1.8% | +1.6% |
| 30D | +9.9% | +1.0% | +8.9% | +8.4% |
| 3M | -7.3% | +2.4% | -9.7% | -10.0% |
| 6M | +0.7% | +12.0% | -11.3% | -13.2% |
| YTD | +23.5% | +15.3% | +8.2% | +2.6% |
| 1Y | +54.8% | +22.6% | +32.2% | +18.5% |
| 3Y | +9.7% | +74.7% | -64.9% | -43.2% |
| 5Y | +542.1% | +66.1% | +476.0% | +270.2% |
| All | +1,622.8% | +92.9% | +1,530.0% | +798.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling