+3,676.1%
WAB vs VO
+827.2%
+2,848.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.0% |
| 7D | -3.2% | -0.3% | -2.9% | -2.9% |
| 30D | -4.4% | -0.3% | -4.1% | -4.1% |
| 3M | +7.9% | +2.9% | +4.9% | +4.4% |
| 6M | +8.7% | +9.3% | -0.6% | -1.6% |
| YTD | +33.0% | +14.2% | +18.8% | +14.4% |
| 1Y | +46.7% | +15.3% | +31.4% | +25.0% |
| 3Y | +153.0% | +56.2% | +96.7% | +52.0% |
| 5Y | +222.3% | +42.4% | +179.8% | +113.7% |
| 10Y | +291.0% | +194.7% | +96.2% | +11.3% |
| All | +3,676.1% | +827.2% | +2,848.9% | +185.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling