+954.4%
VTI vs WWD
+3,051.4%
-2,097.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | 0.0% |
| 7D | +0.6% | +0.8% | -0.2% | +0.4% |
| 30D | -1.1% | -6.4% | +5.3% | +0.8% |
| 3M | +3.9% | -5.6% | +9.5% | +5.0% |
| 6M | +14.6% | -9.1% | +23.7% | +16.6% |
| YTD | +13.3% | +12.5% | +0.8% | +7.4% |
| 1Y | +19.2% | +41.3% | -22.2% | +4.8% |
| 3Y | +77.4% | +170.2% | -92.8% | +25.5% |
| 5Y | +74.0% | +192.5% | -118.5% | +18.1% |
| 10Y | +294.6% | +476.9% | -182.3% | +103.2% |
| All | +954.4% | +3,051.4% | -2,097.0% | +192.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling