+471.5%
WDC vs VG
-50.2%
+521.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.3% | +7.5% | +9.6% |
| 7D | -14.4% | -8.3% | -6.1% | -13.7% |
| 30D | -27.1% | -10.3% | -16.7% | -26.3% |
| 3M | -33.3% | -10.8% | -22.5% | -32.7% |
| 6M | -39.6% | +3.5% | -43.1% | -40.5% |
| YTD | +68.4% | +74.0% | -5.6% | +42.9% |
| 1Y | +78.2% | +48.9% | +29.3% | +55.7% |
| All | +471.5% | -50.2% | +521.7% | +474.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling