+262.1%
WLFC price history and return analytics
+58.5%
+203.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.3% |
| 7D | -1.2% | +2.9% | -4.1% | -3.9% |
| 30D | +18.3% | -2.5% | +20.8% | +21.1% |
| 3M | -18.7% | -3.3% | -15.4% | -16.2% |
| 6M | -35.0% | +1.5% | -36.6% | -36.0% |
| YTD | +3.1% | +11.4% | -8.2% | -6.0% |
| 1Y | +15.1% | +11.9% | +3.2% | +4.5% |
| 3Y | +229.8% | +73.9% | +155.9% | +128.8% |
| 5Y | +262.1% | +57.9% | +204.2% | +171.3% |
| All | +262.1% | +58.5% | +203.6% | +171.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling