+88.5%
WDC vs VMC
-5.0%
+93.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.8% |
| 7D | +12.1% | -1.3% | +13.3% | +12.5% |
| 30D | -18.8% | +15.5% | -34.3% | -22.0% |
| 3M | -39.3% | +0.6% | -39.9% | -38.9% |
| 6M | -40.1% | +2.1% | -42.2% | -41.6% |
| YTD | +71.8% | -1.6% | +73.4% | +51.2% |
| 1Y | +88.5% | -1.2% | +89.6% | +65.6% |
| All | +88.5% | -5.0% | +93.4% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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