+1,458.6%
WFRD price history and return analytics
+85.7%
+1,372.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | +2.4% | +2.4% | 0.0% | -0.7% |
| 30D | +15.0% | -1.5% | +16.5% | +17.1% |
| 3M | -5.8% | -4.1% | -1.7% | -0.6% |
| 6M | -20.2% | +0.6% | -20.8% | -20.9% |
| YTD | +11.8% | +11.0% | +0.7% | -2.5% |
| 1Y | +21.1% | +13.3% | +7.7% | +2.7% |
| 3Y | -7.6% | +73.4% | -81.0% | -51.4% |
| 5Y | +182.9% | +57.4% | +125.5% | +74.4% |
| All | +1,458.6% | +85.7% | +1,372.9% | +753.3% |
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