-66.0%
WAFU price history and return analytics
+141.1%
-207.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | 0.0% |
| 7D | -3.8% | -0.7% | -3.1% | -3.6% |
| 30D | -5.7% | -1.7% | -4.0% | -5.2% |
| 3M | -16.2% | -2.3% | -13.9% | -15.7% |
| 6M | -14.8% | +1.5% | -16.3% | -15.6% |
| YTD | -10.6% | +12.0% | -22.6% | -14.8% |
| 1Y | -24.6% | +12.9% | -37.5% | -28.3% |
| 3Y | -19.8% | +74.9% | -94.8% | -33.5% |
| 5Y | -76.0% | +59.9% | -136.0% | -80.1% |
| All | -66.0% | +141.1% | -207.1% | -56.2% |
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