+528.7%
WDC vs V
+101.0%
+427.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.4% |
| 7D | -28.0% | +2.2% | -30.1% | -28.6% |
| 30D | -34.9% | +13.6% | -48.5% | -38.8% |
| 3M | -41.6% | +14.3% | -55.9% | -45.4% |
| 6M | -45.4% | +33.1% | -78.5% | -53.9% |
| YTD | +53.3% | +21.2% | +32.0% | +36.5% |
| 1Y | +61.5% | +26.4% | +35.1% | +39.9% |
| 3Y | +712.3% | +77.6% | +634.8% | +448.3% |
| All | +528.7% | +101.0% | +427.7% | +284.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling