+465.3%
WFC price history and return analytics
+346.0%
+119.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.7% |
| 7D | +1.2% | -2.3% | +3.6% | +4.2% |
| 30D | +5.2% | -5.0% | +10.2% | +12.0% |
| 3M | -3.0% | -4.9% | +1.8% | +3.0% |
| 6M | +6.2% | -1.5% | +7.7% | +7.2% |
| YTD | -7.9% | +8.5% | -16.4% | -18.3% |
| 1Y | +0.3% | +11.4% | -11.1% | -14.1% |
| 3Y | +117.7% | +70.1% | +47.7% | +6.9% |
| 5Y | +88.4% | +53.7% | +34.6% | +5.5% |
| 10Y | +147.3% | +220.0% | -72.7% | -46.4% |
| All | +465.3% | +346.0% | +119.2% | +12.1% |
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