+815.8%
WDC vs VIG
+67.2%
+748.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.6% |
| 7D | +16.3% | +3.1% | +13.2% | +10.1% |
| 30D | -18.3% | +5.0% | -23.3% | -24.7% |
| 3M | -31.4% | +2.7% | -34.1% | -34.4% |
| 6M | -36.3% | +11.0% | -47.2% | -47.6% |
| YTD | +80.8% | +16.0% | +64.9% | +39.1% |
| 1Y | +87.7% | +16.3% | +71.4% | +44.3% |
| All | +815.8% | +67.2% | +748.6% | +296.7% |
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