+179.4%
WF price history and return analytics
+57.4%
+122.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.1% |
| 7D | +5.7% | +0.4% | +5.4% | +5.2% |
| 30D | -3.9% | -2.6% | -1.3% | -1.4% |
| 3M | -3.5% | -3.2% | -0.2% | -0.2% |
| 6M | +0.3% | +0.9% | -0.7% | -0.7% |
| YTD | +19.2% | +11.3% | +7.9% | +7.6% |
| 1Y | +30.1% | +14.0% | +16.1% | +14.7% |
| 3Y | +197.1% | +75.8% | +121.2% | +71.4% |
| 5Y | +179.4% | +57.8% | +121.6% | +84.7% |
| All | +179.4% | +57.4% | +122.0% | +84.7% |
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