+483.1%
WDC vs VG
-44.6%
+527.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.9% | -4.1% | -4.9% |
| 7D | +12.1% | +14.0% | -1.9% | +10.8% |
| 30D | -18.8% | -1.0% | -17.8% | -18.7% |
| 3M | -39.3% | -2.7% | -36.6% | -39.2% |
| 6M | -40.1% | +1.5% | -41.6% | -40.6% |
| YTD | +71.8% | +93.7% | -21.9% | +44.4% |
| 1Y | +88.5% | +68.5% | +19.9% | +62.7% |
| All | +483.1% | -44.6% | +527.7% | +480.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling