+64.4%
VG vs WWD
+23.9%
+40.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +4.0% |
| 7D | +15.1% | +8.2% | +6.9% | +18.4% |
| 30D | -4.2% | -0.2% | -4.0% | -3.9% |
| 3M | -3.1% | -8.4% | +5.3% | -5.9% |
| 6M | +0.3% | -9.5% | +9.8% | -2.4% |
| YTD | +95.5% | +10.1% | +85.4% | +86.4% |
| 1Y | +64.4% | +21.6% | +42.9% | +55.1% |
| All | +64.4% | +23.9% | +40.5% | +55.1% |
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