+27.1%
V vs WWD
+25.3%
+1.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.3% |
| 7D | -0.8% | +4.2% | -5.0% | -1.0% |
| 30D | +9.5% | -0.8% | +10.3% | +9.4% |
| 3M | +16.7% | -8.2% | +24.9% | +16.9% |
| 6M | +32.9% | -9.8% | +42.8% | +32.8% |
| YTD | +21.1% | +10.4% | +10.7% | +17.3% |
| All | +27.1% | +25.3% | +1.8% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling