+1,330.5%
WDC vs V
+56.3%
+1,274.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.1% |
| 7D | +1.7% | -1.7% | +3.5% | +2.2% |
| 30D | -10.0% | +2.0% | -11.9% | -10.6% |
| 3M | -18.8% | +17.4% | -36.1% | -24.3% |
| 6M | +79.0% | +17.5% | +61.5% | +65.7% |
| YTD | +171.6% | +7.6% | +164.0% | +163.2% |
| 1Y | +417.4% | +7.7% | +409.7% | +398.6% |
| All | +1,330.5% | +56.3% | +1,274.2% | +922.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling