+712.3%
WDC vs V
+77.2%
+635.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.4% |
| 7D | -28.0% | +2.2% | -30.1% | -28.1% |
| 30D | -34.9% | +13.6% | -48.5% | -36.4% |
| 3M | -41.6% | +14.3% | -55.9% | -43.1% |
| 6M | -45.4% | +33.1% | -78.5% | -50.3% |
| YTD | +53.3% | +21.2% | +32.0% | +45.8% |
| 1Y | +61.5% | +26.4% | +35.1% | +50.2% |
| 3Y | +712.3% | +77.6% | +634.8% | +505.4% |
| All | +712.3% | +77.2% | +635.1% | +505.4% |
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 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