+2,530.5%
WDC vs V
+2,773.8%
-243.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.5% |
| 7D | +1.7% | -1.7% | +3.5% | +2.8% |
| 30D | -10.0% | +2.0% | -11.9% | -11.4% |
| 3M | -18.8% | +17.4% | -36.1% | -28.2% |
| 6M | +79.0% | +17.5% | +61.5% | +56.6% |
| YTD | +171.6% | +7.6% | +164.0% | +151.4% |
| 1Y | +417.4% | +7.7% | +409.7% | +374.9% |
| 3Y | +1,251.8% | +54.7% | +1,197.1% | +864.0% |
| 5Y | +911.7% | +73.0% | +838.6% | +555.7% |
| 10Y | +1,399.6% | +390.9% | +1,008.8% | +428.7% |
| All | +2,530.5% | +2,773.8% | -243.3% | +242.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling