+813.6%
WDC vs VLTO
+55.4%
+758.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | +16.3% | +0.8% | +15.5% | +16.2% |
| 30D | -18.3% | +18.7% | -36.9% | -19.4% |
| 3M | -31.4% | +21.7% | -53.1% | -32.7% |
| 6M | -36.3% | +35.8% | -72.1% | -40.2% |
| YTD | +80.8% | +18.3% | +62.6% | +78.7% |
| 1Y | +87.7% | +20.9% | +66.8% | +83.2% |
| 3Y | +819.4% | +68.8% | +750.6% | +739.0% |
| All | +813.6% | +55.4% | +758.2% | +730.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling