+12.0%
WBD vs VO
+197.9%
-185.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +2.1% |
| 7D | -0.6% | -2.5% | +1.9% | +2.2% |
| 30D | +4.2% | -3.2% | +7.4% | +8.0% |
| 3M | +7.5% | +3.9% | +3.6% | +2.7% |
| 6M | +1.6% | +9.6% | -8.1% | -9.0% |
| YTD | -2.2% | +11.6% | -13.7% | -14.4% |
| 1Y | +124.9% | +12.6% | +112.3% | +94.9% |
| 3Y | +149.1% | +55.4% | +93.7% | +57.3% |
| 5Y | +7.8% | +41.8% | -34.0% | -24.1% |
| All | +12.0% | +197.9% | -185.9% | -60.3% |
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