+126.7%
WFC price history and return analytics
+66.2%
+60.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.7% |
| 7D | +1.1% | +1.0% | 0.0% | 0.0% |
| 30D | +0.8% | -0.2% | +1.0% | +1.0% |
| 3M | +9.3% | +4.5% | +4.7% | +4.0% |
| 6M | +10.6% | +14.1% | -3.4% | -4.6% |
| YTD | -4.1% | +14.8% | -18.8% | -17.8% |
| 1Y | +13.6% | +21.2% | -7.6% | -8.3% |
| 3Y | +130.7% | +76.6% | +54.2% | +24.0% |
| 5Y | +126.7% | +66.6% | +60.1% | +35.3% |
| All | +126.7% | +66.2% | +60.5% | +35.3% |
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