+867.4%
WDFC price history and return analytics
+374.2%
+493.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -4.4% | +0.4% | -4.9% | -4.7% |
| 30D | -11.6% | +1.0% | -12.6% | -12.2% |
| 3M | +2.6% | +2.4% | +0.3% | +1.0% |
| 6M | -14.3% | +12.0% | -26.3% | -20.5% |
| YTD | +6.9% | +15.3% | -8.4% | -3.1% |
| 1Y | -2.4% | +22.6% | -25.0% | -15.2% |
| 3Y | +3.4% | +74.7% | -71.2% | -29.8% |
| 5Y | -5.3% | +66.1% | -71.4% | -34.0% |
| 10Y | +101.6% | +225.0% | -123.4% | -13.8% |
| All | +867.4% | +374.2% | +493.2% | +208.0% |
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