+38.4%
VFC vs WWD
+21.4%
+17.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.9% | +3.5% |
| 7D | +1.6% | +4.0% | -2.3% | 0.0% |
| 30D | +25.5% | +0.4% | +25.1% | +24.8% |
| 3M | +41.3% | -7.9% | +49.2% | +45.4% |
| 6M | +22.2% | -10.6% | +32.9% | +27.3% |
| YTD | +16.4% | +9.4% | +7.0% | +11.7% |
| 1Y | +38.4% | +25.7% | +12.7% | +25.4% |
| All | +38.4% | +21.4% | +17.0% | +25.4% |
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