+47.0%
WAB vs VO
+15.0%
+32.0%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -1.5% |
| 7D | +3.1% | +0.2% | +2.9% | +2.9% |
| 30D | +6.4% | +2.0% | +4.4% | +3.8% |
| 3M | +2.2% | -0.3% | +2.5% | +2.8% |
| 6M | +13.7% | +7.3% | +6.4% | +3.6% |
| YTD | +43.0% | +15.0% | +28.0% | +17.8% |
| 1Y | +47.0% | +14.7% | +32.3% | +21.7% |
| All | +47.0% | +15.0% | +32.0% | +21.7% |
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