+72.6%
WAFD price history and return analytics
+221.4%
-148.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.1% |
| 7D | -3.1% | +1.0% | -4.1% | -4.1% |
| 30D | -7.1% | -0.2% | -6.8% | -6.8% |
| 3M | -3.5% | +4.5% | -8.0% | -8.1% |
| 6M | +12.3% | +14.1% | -1.8% | -2.7% |
| YTD | +9.6% | +14.8% | -5.2% | -5.7% |
| 1Y | +12.5% | +21.2% | -8.7% | -8.9% |
| 3Y | +43.7% | +76.6% | -32.9% | -21.0% |
| 5Y | +22.0% | +66.6% | -44.6% | -28.8% |
| 10Y | +72.6% | +222.3% | -149.7% | -49.9% |
| All | +72.6% | +221.4% | -148.8% | -49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling