+10,099.2%
WDC vs DVA
+5,081.6%
+5,017.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.3% | +2.5% |
| 7D | +6.0% | +2.2% | +3.8% | +5.6% |
| 30D | +9.9% | -2.0% | +12.0% | +10.3% |
| 3M | -9.4% | -6.3% | -3.1% | -8.7% |
| 6M | +94.7% | +19.4% | +75.3% | +87.3% |
| YTD | +177.4% | +58.5% | +118.9% | +152.7% |
| 1Y | +412.6% | +33.9% | +378.7% | +379.5% |
| 3Y | +1,359.8% | +88.4% | +1,271.3% | +1,161.5% |
| 5Y | +992.6% | +39.5% | +953.1% | +876.9% |
| 10Y | +1,245.5% | +179.5% | +1,066.0% | +956.2% |
| All | +10,099.2% | +5,081.6% | +5,017.6% | +5,947.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DVA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling