-23.2%
WAFDP price history and return analytics
+53.4%
-76.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | -1.9% | -2.3% | +0.4% | -0.8% |
| 30D | -5.3% | -5.0% | -0.3% | -3.0% |
| 3M | -10.7% | -4.9% | -5.9% | -8.7% |
| 6M | -10.7% | -1.5% | -9.2% | -10.3% |
| YTD | -9.4% | +8.5% | -17.9% | -13.5% |
| 1Y | -7.2% | +11.4% | -18.6% | -12.7% |
| 3Y | +36.1% | +70.1% | -34.0% | -1.2% |
| All | -23.2% | +53.4% | -76.6% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling