+26.6%
WAT vs VO
+13.8%
+12.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.4% | +1.0% |
| 7D | +6.0% | -0.1% | +6.2% | +6.2% |
| 30D | +9.9% | +0.5% | +9.4% | +9.3% |
| 3M | +17.2% | -1.0% | +18.2% | +18.7% |
| 6M | +34.2% | +6.4% | +27.8% | +24.4% |
| YTD | +25.5% | +13.6% | +11.9% | +7.9% |
| All | +26.6% | +13.8% | +12.8% | +8.9% |
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