+980.3%
WDC vs VMC
+53.2%
+927.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.8% | +3.2% |
| 7D | +6.0% | -0.5% | +6.5% | +6.3% |
| 30D | +9.9% | -9.1% | +19.0% | +16.3% |
| 3M | -9.4% | -4.1% | -5.2% | -8.9% |
| 6M | +94.7% | -5.5% | +100.3% | +97.7% |
| YTD | +177.4% | -8.9% | +186.3% | +185.4% |
| 1Y | +412.6% | -12.9% | +425.5% | +442.3% |
| 3Y | +1,359.8% | +22.1% | +1,337.6% | +1,090.0% |
| All | +980.3% | +53.2% | +927.0% | +627.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling