+1,481.1%
VTR vs WWD
+10,832.7%
-9,351.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.4% |
| 7D | -1.7% | +1.3% | -3.0% | -2.2% |
| 30D | -2.4% | -7.2% | +4.7% | 0.0% |
| 3M | +14.8% | -3.8% | +18.6% | +15.5% |
| 6M | +5.3% | -9.9% | +15.2% | +7.6% |
| YTD | +18.1% | +14.8% | +3.3% | +9.8% |
| 1Y | +36.7% | +42.1% | -5.4% | +16.6% |
| 3Y | +130.1% | +170.8% | -40.7% | +49.1% |
| 5Y | +89.5% | +197.5% | -108.0% | +15.6% |
| 10Y | +87.4% | +477.8% | -390.4% | -11.5% |
| All | +1,481.1% | +10,832.7% | -9,351.6% | +256.3% |
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