+1,496.5%
WFRD price history and return analytics
+90.7%
+1,405.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.4% |
| 7D | -7.3% | -1.1% | -6.2% | -6.0% |
| 30D | -4.2% | -1.0% | -3.2% | -2.9% |
| 3M | -11.8% | +3.2% | -14.9% | -15.4% |
| 6M | -3.6% | +12.5% | -16.1% | -17.4% |
| YTD | +14.5% | +14.1% | +0.4% | -3.5% |
| 1Y | +43.3% | +18.9% | +24.4% | +14.3% |
| 3Y | -4.0% | +74.1% | -78.0% | -50.0% |
| 5Y | +439.1% | +66.9% | +372.2% | +210.2% |
| All | +1,496.5% | +90.7% | +1,405.8% | +744.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling