+17,845.4%
WDC vs VMC
+3,246.6%
+14,598.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +4.9% | +5.4% |
| 7D | +1.7% | -4.3% | +6.1% | +3.9% |
| 30D | -10.0% | -8.2% | -1.7% | -6.3% |
| 3M | -18.8% | -7.0% | -11.7% | -16.9% |
| 6M | +79.0% | -10.8% | +89.8% | +87.0% |
| YTD | +171.6% | -7.4% | +178.9% | +177.5% |
| 1Y | +417.4% | -9.5% | +426.9% | +433.7% |
| 3Y | +1,251.8% | +20.5% | +1,231.3% | +1,113.0% |
| 5Y | +911.7% | +51.6% | +860.1% | +713.5% |
| 10Y | +1,399.6% | +150.0% | +1,249.6% | +811.1% |
| All | +17,845.4% | +3,246.6% | +14,598.8% | +2,540.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling