+718.4%
VTV vs WWD
+4,046.5%
-3,328.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.2% |
| 7D | +0.3% | +0.8% | -0.5% | 0.0% |
| 30D | +0.1% | -6.4% | +6.6% | +2.1% |
| 3M | +6.2% | -5.6% | +11.8% | +7.4% |
| 6M | +13.5% | -9.1% | +22.6% | +15.4% |
| YTD | +18.9% | +12.5% | +6.3% | +12.4% |
| 1Y | +25.8% | +41.3% | -15.5% | +10.0% |
| 3Y | +68.7% | +170.2% | -101.5% | +17.0% |
| 5Y | +80.3% | +192.5% | -112.2% | +19.0% |
| 10Y | +226.3% | +476.9% | -250.6% | +60.6% |
| All | +718.4% | +4,046.5% | -3,328.1% | +118.8% |
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