+59.9%
WF price history and return analytics
+345.0%
-285.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +5.0% |
| 7D | +1.3% | -4.2% | +5.5% | +7.0% |
| 30D | -8.8% | -5.8% | -3.0% | -1.5% |
| 3M | -1.7% | -5.2% | +3.5% | +5.4% |
| 6M | -2.1% | +0.1% | -2.2% | -2.5% |
| YTD | +16.7% | +8.2% | +8.4% | +5.2% |
| 1Y | +24.4% | +10.1% | +14.2% | +9.6% |
| 3Y | +190.5% | +69.7% | +120.9% | +42.5% |
| 5Y | +171.7% | +53.4% | +118.3% | +50.6% |
| 10Y | +183.8% | +219.2% | -35.4% | -47.7% |
| All | +59.9% | +345.0% | -285.1% | -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