-77.5%
WAFU price history and return analytics
+57.4%
-134.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -3.7% |
| 7D | -4.2% | +0.4% | -4.6% | -4.5% |
| 30D | -5.5% | -2.6% | -2.9% | -4.1% |
| 3M | -4.9% | -3.2% | -1.6% | -3.3% |
| 6M | -15.4% | +0.9% | -16.4% | -16.8% |
| YTD | -12.2% | +11.3% | -23.5% | -19.7% |
| 1Y | -20.3% | +14.0% | -34.4% | -28.4% |
| 3Y | -25.5% | +75.8% | -101.4% | -50.0% |
| 5Y | -77.5% | +57.8% | -135.3% | -81.4% |
| All | -77.5% | +57.4% | -134.8% | -81.4% |
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 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