+141.1%
WDFC price history and return analytics
+222.7%
-81.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -3.0% | +2.9% | -5.9% | -4.6% |
| 30D | +8.4% | -2.5% | +10.9% | +9.8% |
| 3M | -4.7% | -3.3% | -1.4% | -3.1% |
| 6M | +8.7% | +1.5% | +7.2% | +7.4% |
| YTD | +14.1% | +11.4% | +2.8% | +6.7% |
| 1Y | +11.9% | +11.9% | 0.0% | +4.2% |
| 3Y | +6.2% | +73.9% | -67.7% | -24.8% |
| 5Y | +2.8% | +57.9% | -55.1% | -23.5% |
| All | +141.1% | +222.7% | -81.6% | +10.3% |
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 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