+61.0%
WF price history and return analytics
+346.0%
-285.0%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.4% |
| 7D | +2.7% | -2.3% | +5.0% | +5.7% |
| 30D | -7.0% | -5.0% | -2.1% | -0.8% |
| 3M | -1.8% | -4.9% | +3.0% | +4.8% |
| 6M | +0.5% | -1.5% | +2.0% | +2.4% |
| YTD | +17.5% | +8.5% | +9.0% | +5.6% |
| 1Y | +23.6% | +11.4% | +12.2% | +7.3% |
| 3Y | +187.1% | +70.1% | +117.0% | +40.4% |
| 5Y | +173.6% | +53.7% | +119.8% | +51.2% |
| 10Y | +185.8% | +220.0% | -34.1% | -47.5% |
| All | +61.0% | +346.0% | -285.0% | -79.9% |
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