+98.4%
WDC vs VIG
+16.5%
+81.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.6% |
| 7D | +16.3% | +3.1% | +13.2% | +8.3% |
| 30D | -18.3% | +5.0% | -23.3% | -26.2% |
| 3M | -31.4% | +2.7% | -34.1% | -34.6% |
| 6M | -36.3% | +11.0% | -47.2% | -52.3% |
| YTD | +80.8% | +16.0% | +64.9% | +18.2% |
| All | +98.4% | +16.5% | +81.9% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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