+87.7%
WDC vs VMC
-4.3%
+92.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | +16.3% | -1.7% | +18.0% | +16.9% |
| 30D | -18.3% | +15.3% | -33.5% | -21.7% |
| 3M | -31.4% | +0.3% | -31.7% | -30.9% |
| 6M | -36.3% | +0.9% | -37.2% | -37.4% |
| YTD | +80.8% | -1.0% | +81.9% | +59.5% |
| 1Y | +87.7% | -4.3% | +92.0% | +73.0% |
| All | +87.7% | -4.3% | +92.0% | +73.0% |
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