+18.0%
WYFI price history and return analytics
+23.5%
-5.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | -0.5% |
| 7D | -2.0% | -1.1% | -0.9% | +2.8% |
| 30D | -33.0% | -1.0% | -32.0% | -30.1% |
| 3M | -22.0% | +3.2% | -25.2% | -29.7% |
| 6M | +11.7% | +12.5% | -0.8% | -24.4% |
| YTD | +21.1% | +14.1% | +7.1% | -20.1% |
| 1Y | -7.0% | +18.9% | -25.9% | -44.5% |
| All | +18.0% | +23.5% | -5.5% | -33.2% |
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