+61.5%
WDC vs VG
+48.6%
+12.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -28.0% | -22.0% | -5.9% | -29.3% |
| 30D | -34.9% | -11.6% | -23.3% | -35.2% |
| 3M | -41.6% | -14.9% | -26.7% | -41.9% |
| 6M | -45.4% | -3.5% | -41.8% | -44.2% |
| YTD | +53.3% | +70.0% | -16.7% | +42.0% |
| 1Y | +61.5% | +50.0% | +11.5% | +54.0% |
| All | +61.5% | +48.6% | +12.9% | +54.0% |
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