+3.6%
WBD vs VO
+42.1%
-38.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.7% |
| 7D | -0.7% | -1.5% | +0.8% | +1.4% |
| 30D | +1.4% | -3.0% | +4.4% | +5.8% |
| 3M | +4.4% | +2.8% | +1.6% | -0.1% |
| 6M | +0.8% | +10.9% | -10.1% | -14.1% |
| YTD | -2.7% | +12.5% | -15.2% | -19.3% |
| 1Y | +73.4% | +12.0% | +61.4% | +44.3% |
| 3Y | +142.1% | +56.3% | +85.9% | +28.7% |
| All | +3.6% | +42.1% | -38.5% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling