+202.0%
WBD vs VG
-43.3%
+245.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.8% | +12.0% | +13.6% |
| 7D | +13.8% | +1.8% | +12.0% | +13.6% |
| 30D | +13.8% | +1.8% | +12.0% | +13.6% |
| 3M | +13.8% | +1.8% | +12.0% | +13.6% |
| 6M | +13.3% | -7.8% | +21.0% | +13.8% |
| YTD | +7.4% | +98.3% | -90.9% | -6.9% |
| 1Y | +63.0% | -2.8% | +65.8% | +61.8% |
| All | +202.0% | -43.3% | +245.2% | +176.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling