+87.7%
WDC vs V
+25.2%
+62.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -1.0% |
| 7D | +16.3% | -0.4% | +16.6% | +16.2% |
| 30D | -18.3% | +6.3% | -24.6% | -16.1% |
| 3M | -31.4% | +17.2% | -48.6% | -27.6% |
| 6M | -36.3% | +29.2% | -65.5% | -33.3% |
| YTD | +80.8% | +20.8% | +60.1% | +97.2% |
| 1Y | +87.7% | +25.0% | +62.7% | +100.2% |
| All | +87.7% | +25.2% | +62.5% | +100.2% |
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