+417.4%
WDC vs VG
+14.1%
+403.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +5.8% |
| 7D | +1.7% | +1.7% | +0.1% | +1.9% |
| 30D | -10.0% | +16.0% | -26.0% | -8.7% |
| 3M | -18.8% | +9.7% | -28.5% | -17.3% |
| 6M | +79.0% | +29.6% | +49.5% | +79.6% |
| YTD | +171.6% | +112.0% | +59.5% | +156.7% |
| 1Y | +417.4% | +12.8% | +404.6% | +445.9% |
| All | +417.4% | +14.1% | +403.3% | +445.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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