+668.5%
WLFC price history and return analytics
+229.8%
+438.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | -0.1% | -1.1% | +1.0% | +1.2% |
| 30D | -1.5% | -1.0% | -0.5% | -0.4% |
| 3M | -12.0% | +3.2% | -15.1% | -15.2% |
| 6M | -6.8% | +12.5% | -19.3% | -18.7% |
| YTD | +25.0% | +14.1% | +10.9% | +7.7% |
| 1Y | +12.7% | +18.9% | -6.2% | -7.5% |
| 3Y | +325.4% | +74.1% | +251.3% | +130.5% |
| 5Y | +370.8% | +66.9% | +304.0% | +162.2% |
| All | +668.5% | +229.8% | +438.7% | +102.6% |
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 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