+66.3%
WDC vs VG
+35.0%
+31.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.1% |
| 7D | -16.7% | -7.7% | -9.0% | -17.3% |
| 30D | -27.2% | -8.8% | -18.4% | -27.5% |
| 3M | -34.0% | -15.6% | -18.4% | -34.7% |
| 6M | -39.7% | +5.2% | -44.9% | -38.1% |
| YTD | +68.1% | +76.9% | -8.8% | +58.8% |
| 1Y | +66.3% | +42.5% | +23.8% | +63.7% |
| All | +66.3% | +35.0% | +31.3% | +63.7% |
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