+1,637.7%
WLFC price history and return analytics
+371.8%
+1,265.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.5% |
| 7D | +6.3% | +1.0% | +5.3% | +5.6% |
| 30D | -5.7% | -0.2% | -5.5% | -5.6% |
| 3M | -7.0% | +4.5% | -11.5% | -9.4% |
| 6M | -3.1% | +14.1% | -17.2% | -10.4% |
| YTD | +27.8% | +14.8% | +13.0% | +18.1% |
| 1Y | +16.2% | +21.2% | -5.0% | +4.0% |
| 3Y | +328.2% | +76.6% | +251.6% | +213.2% |
| 5Y | +376.4% | +66.6% | +309.8% | +256.7% |
| 10Y | +692.3% | +222.3% | +470.1% | +356.6% |
| All | +1,637.7% | +371.8% | +1,265.9% | +828.4% |
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 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