+46.7%
WAB vs VO
+15.8%
+30.8%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.0% |
| 7D | -3.2% | -0.3% | -2.9% | -2.8% |
| 30D | -4.4% | -0.3% | -4.1% | -4.0% |
| 3M | +7.9% | +2.9% | +4.9% | +3.8% |
| 6M | +8.7% | +9.3% | -0.6% | -3.7% |
| YTD | +33.0% | +14.2% | +18.8% | +11.2% |
| 1Y | +46.7% | +15.3% | +31.4% | +21.5% |
| All | +46.7% | +15.8% | +30.8% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling