-66.8%
WAFU price history and return analytics
+145.4%
-212.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.0% |
| 7D | -2.9% | -0.1% | -2.7% | -2.8% |
| 30D | -6.2% | -0.7% | -5.5% | -6.0% |
| 3M | -21.7% | +4.0% | -25.7% | -23.0% |
| 6M | -19.0% | +12.3% | -31.3% | -22.7% |
| YTD | -12.8% | +14.0% | -26.8% | -17.3% |
| 1Y | -8.7% | +20.3% | -29.0% | -15.0% |
| 3Y | -35.8% | +75.4% | -111.3% | -46.8% |
| 5Y | -80.2% | +66.0% | -146.2% | -83.6% |
| All | -66.8% | +145.4% | -212.2% | -57.5% |
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