-15.8%
WAFDP price history and return analytics
+84.7%
-100.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.4% |
| 7D | -2.3% | -0.7% | -1.6% | -2.0% |
| 30D | -3.9% | -1.7% | -2.2% | -3.2% |
| 3M | -10.3% | -2.3% | -8.0% | -9.5% |
| 6M | -10.9% | +1.5% | -12.4% | -11.8% |
| YTD | -9.2% | +12.0% | -21.2% | -14.3% |
| 1Y | -7.0% | +12.9% | -19.9% | -12.6% |
| 3Y | +34.3% | +74.9% | -40.6% | -1.2% |
| 5Y | -21.6% | +59.9% | -81.5% | -42.2% |
| All | -15.8% | +84.7% | -100.6% | -39.4% |
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