+1,379.2%
WDC vs VIG
+56.3%
+1,322.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +3.6% |
| 7D | +6.0% | -0.4% | +6.4% | +6.7% |
| 30D | +9.9% | -2.1% | +12.0% | +13.9% |
| 3M | -9.4% | +3.3% | -12.7% | -15.5% |
| 6M | +94.7% | +9.3% | +85.5% | +64.7% |
| YTD | +177.4% | +10.1% | +167.2% | +133.6% |
| 1Y | +412.6% | +14.7% | +397.9% | +303.7% |
| All | +1,379.2% | +56.3% | +1,322.9% | +617.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling