-29.9%
VST vs WWD
+25.7%
-55.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.2% |
| 7D | -6.0% | +0.4% | -6.5% | -6.2% |
| 30D | -18.8% | -0.4% | -18.4% | -18.6% |
| 3M | -8.0% | -6.1% | -1.9% | -6.3% |
| 6M | -10.9% | -9.5% | -1.4% | -8.6% |
| YTD | -18.3% | +10.8% | -29.1% | -19.1% |
| 1Y | -29.9% | +23.5% | -53.4% | -31.1% |
| All | -29.9% | +25.7% | -55.6% | -31.1% |
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