+80.5%
VTV vs WWD
+187.1%
-106.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | -2.1% | -2.9% | +0.8% | -1.4% |
| 30D | -1.3% | -6.6% | +5.3% | +0.2% |
| 3M | +5.6% | -9.3% | +14.9% | +7.5% |
| 6M | +12.4% | -13.6% | +26.0% | +15.2% |
| YTD | +17.6% | +10.4% | +7.3% | +13.0% |
| 1Y | +23.5% | +39.9% | -16.4% | +10.8% |
| 3Y | +67.0% | +165.0% | -98.0% | +22.2% |
| 5Y | +80.5% | +183.8% | -103.3% | +24.2% |
| All | +80.5% | +187.1% | -106.6% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling