+232.6%
WAT vs VO
+197.5%
+35.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.4% | +1.6% |
| 7D | +6.0% | -0.1% | +6.2% | +6.2% |
| 30D | +9.9% | +0.5% | +9.4% | +9.5% |
| 3M | +17.2% | -1.0% | +18.2% | +18.3% |
| 6M | +34.2% | +6.4% | +27.8% | +26.8% |
| YTD | +25.5% | +13.6% | +11.9% | +11.9% |
| 1Y | +28.3% | +14.5% | +13.8% | +13.6% |
| 3Y | +88.4% | +67.2% | +21.1% | +20.3% |
| 5Y | +36.1% | +36.1% | +0.1% | +3.5% |
| All | +232.6% | +197.5% | +35.1% | +33.3% |
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