+574.4%
WSFS price history and return analytics
+346.0%
+228.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +0.9% | -2.3% | +3.2% | +3.3% |
| 30D | +5.9% | -5.0% | +10.8% | +11.5% |
| 3M | -2.9% | -4.9% | +2.0% | +2.0% |
| 6M | +10.3% | -1.5% | +11.9% | +11.1% |
| YTD | +44.4% | +8.5% | +35.9% | +30.4% |
| 1Y | +48.7% | +11.4% | +37.3% | +30.5% |
| 3Y | +110.0% | +70.1% | +40.0% | +18.1% |
| 5Y | +53.9% | +53.7% | +0.1% | -3.6% |
| 10Y | +152.3% | +220.0% | -67.7% | -23.6% |
| All | +574.4% | +346.0% | +228.4% | +60.4% |
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