+3,310.4%
V vs WAB
+1,558.3%
+1,752.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.7% |
| 7D | +2.2% | +1.4% | +0.8% | +1.6% |
| 30D | +13.6% | +0.4% | +13.2% | +13.2% |
| 3M | +14.3% | -3.8% | +18.1% | +15.8% |
| 6M | +33.1% | +5.1% | +28.0% | +29.1% |
| YTD | +21.2% | +33.3% | -12.1% | +6.1% |
| 1Y | +26.4% | +39.8% | -13.4% | +8.4% |
| 3Y | +77.6% | +161.1% | -83.5% | +15.9% |
| 5Y | +102.6% | +209.5% | -106.9% | +21.7% |
| 10Y | +464.4% | +293.8% | +170.6% | +175.2% |
| All | +3,310.4% | +1,558.3% | +1,752.1% | +855.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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