+113.2%
WDC vs VG
+47.2%
+66.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -7.7% | +0.9% | -7.3% |
| 7D | -18.3% | -16.4% | -1.9% | -19.4% |
| 30D | -26.7% | -10.8% | -15.9% | -27.1% |
| 3M | -40.9% | -6.3% | -34.7% | -40.6% |
| 6M | -26.8% | -12.5% | -14.2% | -25.6% |
| YTD | +88.2% | +76.9% | +11.3% | +76.6% |
| 1Y | +113.2% | +51.8% | +61.4% | +107.2% |
| All | +113.2% | +47.2% | +66.0% | +107.2% |
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