+261.5%
WAB vs VO
+197.6%
+63.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.9% |
| 7D | +5.1% | +3.1% | +2.0% | +1.6% |
| 30D | +4.0% | +2.2% | +1.8% | +1.7% |
| 3M | +0.1% | -2.5% | +2.6% | +3.1% |
| 6M | +12.8% | +7.0% | +5.8% | +4.9% |
| YTD | +40.1% | +14.0% | +26.1% | +21.8% |
| 1Y | +46.4% | +15.6% | +30.7% | +25.4% |
| 3Y | +167.4% | +66.2% | +101.2% | +55.1% |
| 5Y | +215.0% | +36.6% | +178.4% | +126.1% |
| All | +261.5% | +197.6% | +63.9% | +17.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling