-16.4%
WAFDP price history and return analytics
+83.0%
-99.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.2% |
| 7D | -0.4% | +2.4% | -2.8% | -1.5% |
| 30D | -4.0% | -1.5% | -2.5% | -3.4% |
| 3M | -11.8% | -4.1% | -7.6% | -10.2% |
| 6M | -10.4% | +0.6% | -10.9% | -10.9% |
| YTD | -9.8% | +11.0% | -20.8% | -14.5% |
| 1Y | -6.9% | +13.3% | -20.3% | -12.7% |
| 3Y | +34.8% | +73.4% | -38.6% | -0.5% |
| 5Y | -22.0% | +57.4% | -79.4% | -42.2% |
| All | -16.4% | +83.0% | -99.4% | -39.5% |
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