+712.3%
WDC vs VLTO
+69.5%
+642.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -28.0% | +5.4% | -33.3% | -28.1% |
| 30D | -34.9% | +22.3% | -57.2% | -36.2% |
| 3M | -41.6% | +19.6% | -61.2% | -42.5% |
| 6M | -45.4% | +35.2% | -80.5% | -49.0% |
| YTD | +53.3% | +17.9% | +35.4% | +51.7% |
| 1Y | +61.5% | +19.5% | +42.0% | +58.3% |
| 3Y | +712.3% | +73.9% | +638.4% | +625.0% |
| All | +712.3% | +69.5% | +642.9% | +625.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling