+964.9%
WDFC price history and return analytics
+345.0%
+619.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.6% | +0.2% |
| 7D | +3.6% | -4.2% | +7.8% | +6.5% |
| 30D | +11.9% | -5.8% | +17.7% | +16.1% |
| 3M | -2.7% | -5.2% | +2.6% | +0.6% |
| 6M | +9.6% | +0.1% | +9.5% | +9.0% |
| YTD | +17.7% | +8.2% | +9.4% | +10.9% |
| 1Y | +17.0% | +10.1% | +6.9% | +9.0% |
| 3Y | +8.8% | +69.7% | -60.8% | -24.9% |
| 5Y | +6.0% | +53.4% | -47.4% | -22.3% |
| 10Y | +157.4% | +219.2% | -61.8% | +10.9% |
| All | +964.9% | +345.0% | +619.9% | +252.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling