+264.6%
WAB vs VO
+197.6%
+67.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.2% |
| 7D | +7.9% | +2.9% | +5.0% | +4.5% |
| 30D | +4.9% | +1.0% | +3.9% | +3.9% |
| 3M | +1.8% | -1.7% | +3.5% | +3.9% |
| 6M | +12.0% | +6.7% | +5.3% | +4.5% |
| YTD | +41.3% | +14.0% | +27.3% | +22.8% |
| 1Y | +43.8% | +13.7% | +30.2% | +25.5% |
| 3Y | +171.1% | +65.8% | +105.2% | +57.6% |
| 5Y | +217.7% | +36.6% | +181.1% | +128.1% |
| All | +264.6% | +197.6% | +67.0% | +18.6% |
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