+547.9%
WFG price history and return analytics
+664.3%
-116.4%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -4.9% | +2.9% | -7.8% | -6.7% |
| 30D | +2.7% | -2.5% | +5.2% | +4.3% |
| 3M | -5.7% | -3.3% | -2.4% | -3.7% |
| 6M | +9.8% | +1.5% | +8.3% | +8.5% |
| YTD | +9.3% | +11.4% | -2.0% | +1.4% |
| 1Y | +11.5% | +11.9% | -0.4% | +3.1% |
| 3Y | -6.3% | +73.9% | -80.2% | -35.5% |
| 5Y | -15.2% | +57.9% | -73.1% | -37.7% |
| 10Y | +121.8% | +222.6% | -100.8% | +17.3% |
| All | +547.9% | +664.3% | -116.4% | +163.5% |
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