+0.6%
WFRD price history and return analytics
+74.2%
-73.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | +0.3% |
| 7D | -4.8% | -0.1% | -4.6% | -4.6% |
| 30D | +0.2% | -0.7% | +0.8% | +1.2% |
| 3M | -7.8% | +4.0% | -11.8% | -13.6% |
| 6M | +2.9% | +12.3% | -9.4% | -15.0% |
| YTD | +19.9% | +14.0% | +5.9% | -3.4% |
| 1Y | +52.1% | +20.3% | +31.8% | +11.4% |
| All | +0.6% | +74.2% | -73.6% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling