+297.8%
VTI vs WWD
+498.2%
-200.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.4% |
| 7D | -0.9% | -2.6% | +1.7% | -0.1% |
| 30D | -1.4% | -6.9% | +5.5% | +0.7% |
| 3M | +3.6% | -13.0% | +16.6% | +7.6% |
| 6M | +13.6% | -12.5% | +26.1% | +17.0% |
| YTD | +12.9% | +11.8% | +1.1% | +6.7% |
| 1Y | +17.2% | +41.1% | -23.8% | +1.9% |
| 3Y | +75.7% | +163.1% | -87.4% | +21.0% |
| 5Y | +75.4% | +187.6% | -112.2% | +14.6% |
| All | +297.8% | +498.2% | -200.5% | +97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling