-89.8%
WFF price history and return analytics
+39.7%
-129.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.4% | -5.6% |
| 7D | -2.5% | +1.0% | -3.5% | -3.0% |
| 30D | -16.5% | -0.2% | -16.3% | -16.5% |
| 3M | -4.0% | +4.5% | -8.5% | -7.1% |
| 6M | -20.0% | +14.1% | -34.1% | -27.6% |
| YTD | -16.5% | +14.8% | -31.3% | -24.0% |
| 1Y | -57.8% | +21.2% | -79.0% | -61.9% |
| All | -89.8% | +39.7% | -129.4% | -90.7% |
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