+682.0%
WDC vs VO
+197.6%
+484.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.7% |
| 7D | +16.3% | +2.9% | +13.3% | +11.7% |
| 30D | -18.3% | +1.0% | -19.3% | -18.4% |
| 3M | -31.4% | -1.7% | -29.7% | -28.8% |
| 6M | -36.3% | +6.7% | -43.0% | -40.8% |
| YTD | +80.8% | +14.0% | +66.9% | +55.6% |
| 1Y | +87.7% | +13.7% | +74.0% | +62.6% |
| 3Y | +819.4% | +65.8% | +753.6% | +375.3% |
| 5Y | +583.2% | +36.6% | +546.6% | +372.5% |
| All | +682.0% | +197.6% | +484.4% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling