+938.9%
VTI vs WWD
+2,964.0%
-2,025.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +2.5% | +4.0% | -1.4% | +1.3% |
| 30D | -1.5% | +0.4% | -1.9% | -1.9% |
| 3M | -3.2% | -7.9% | +4.7% | -1.1% |
| 6M | +2.3% | -10.6% | +12.9% | +4.7% |
| YTD | +11.6% | +9.4% | +2.2% | +6.4% |
| 1Y | +13.8% | +25.7% | -12.0% | +3.6% |
| 3Y | +77.4% | +148.5% | -71.1% | +28.4% |
| 5Y | +64.6% | +189.5% | -125.0% | +11.8% |
| 10Y | +290.6% | +451.8% | -161.2% | +103.3% |
| All | +938.9% | +2,964.0% | -2,025.1% | +189.4% |
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 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