-15.3%
WDAY vs VG
+14.1%
-29.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.4% |
| 7D | -4.4% | +1.7% | -6.1% | -4.4% |
| 30D | +14.7% | +16.0% | -1.3% | +14.7% |
| 3M | +32.4% | +9.7% | +22.6% | +31.8% |
| 6M | +36.9% | +29.6% | +7.3% | +35.3% |
| YTD | -8.8% | +112.0% | -120.9% | -11.5% |
| 1Y | -15.3% | +12.8% | -28.1% | -13.2% |
| All | -15.3% | +14.1% | -29.4% | -13.2% |
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