+150.4%
WAFD price history and return analytics
+346.0%
-195.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +0.3% | -2.3% | +2.6% | +2.5% |
| 30D | -0.1% | -5.0% | +4.8% | +4.8% |
| 3M | -20.9% | -4.9% | -16.0% | -17.1% |
| 6M | -16.2% | -1.5% | -14.6% | -15.5% |
| YTD | -5.9% | +8.5% | -14.4% | -14.2% |
| 1Y | +1.3% | +11.4% | -10.1% | -10.1% |
| 3Y | +22.2% | +70.1% | -47.9% | -28.5% |
| 5Y | -5.1% | +53.7% | -58.8% | -38.8% |
| 10Y | +45.0% | +220.0% | -174.9% | -54.0% |
| All | +150.4% | +346.0% | -195.6% | -27.3% |
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 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