+11.4%
WBD vs VTV
+234.5%
-223.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.4% |
| 7D | -0.7% | -1.1% | +0.4% | +0.6% |
| 30D | +1.4% | -1.0% | +2.4% | +2.6% |
| 3M | +4.4% | +4.6% | -0.3% | -1.4% |
| 6M | +0.8% | +13.5% | -12.7% | -14.0% |
| YTD | -2.7% | +18.5% | -21.2% | -21.6% |
| 1Y | +73.4% | +22.9% | +50.5% | +33.4% |
| 3Y | +142.1% | +67.8% | +74.3% | +33.9% |
| 5Y | +7.2% | +81.8% | -74.6% | -43.6% |
| All | +11.4% | +234.5% | -223.1% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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