+411.1%
WDC vs V
+8.4%
+402.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +0.9% |
| 7D | +7.5% | -2.9% | +10.4% | +6.4% |
| 30D | +10.1% | +1.9% | +8.2% | +10.9% |
| 3M | -6.8% | +13.2% | -20.1% | -5.4% |
| 6M | +84.1% | +16.7% | +67.4% | +85.5% |
| YTD | +180.3% | +5.4% | +174.9% | +182.9% |
| 1Y | +411.1% | +7.7% | +403.4% | +404.4% |
| All | +411.1% | +8.4% | +402.7% | +404.4% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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