+127.7%
WBD vs VG
+14.9%
+112.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.4% |
| 7D | -0.7% | -2.5% | +1.8% | -0.7% |
| 30D | +5.0% | +11.1% | -6.1% | +5.1% |
| 3M | +6.2% | +14.9% | -8.6% | +6.4% |
| 6M | +0.6% | +18.4% | -17.7% | +0.9% |
| YTD | -2.4% | +116.6% | -119.0% | -2.7% |
| 1Y | +127.7% | +9.4% | +118.3% | +141.2% |
| All | +127.7% | +14.9% | +112.8% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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