-8.0%
WFG price history and return analytics
+65.7%
-73.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.9% |
| 7D | +2.4% | -0.1% | +2.5% | +2.5% |
| 30D | -3.9% | -0.7% | -3.2% | -3.2% |
| 3M | +3.1% | +4.0% | -0.9% | -0.9% |
| 6M | +6.6% | +12.3% | -5.7% | -5.0% |
| YTD | +13.2% | +14.0% | -0.9% | -0.9% |
| 1Y | -6.7% | +20.3% | -27.0% | -22.8% |
| 3Y | +1.5% | +75.4% | -73.9% | -43.9% |
| 5Y | -8.0% | +66.0% | -73.9% | -46.1% |
| All | -8.0% | +65.7% | -73.6% | -46.1% |
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 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