+417.4%
WDC vs VLTO
-8.3%
+425.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.5% | +4.9% |
| 7D | +1.7% | -2.3% | +4.0% | +0.4% |
| 30D | -10.0% | -0.9% | -9.1% | -10.1% |
| 3M | -18.8% | +13.8% | -32.6% | -16.2% |
| 6M | +79.0% | +2.0% | +77.0% | +84.4% |
| YTD | +171.6% | -3.2% | +174.7% | +174.8% |
| 1Y | +417.4% | -9.2% | +426.6% | +426.5% |
| All | +417.4% | -8.3% | +425.7% | +426.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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