+1,289.7%
WDC vs VO
+200.7%
+1,089.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +2.3% |
| 7D | +7.5% | -0.6% | +8.1% | +8.3% |
| 30D | +10.1% | -1.9% | +12.0% | +13.4% |
| 3M | -6.8% | +3.3% | -10.1% | -10.3% |
| 6M | +84.1% | +9.7% | +74.4% | +64.2% |
| YTD | +180.3% | +12.6% | +167.6% | +142.8% |
| 1Y | +411.1% | +13.6% | +397.4% | +337.9% |
| 3Y | +1,375.0% | +56.8% | +1,318.2% | +715.7% |
| 5Y | +991.6% | +42.3% | +949.3% | +603.3% |
| All | +1,289.7% | +200.7% | +1,089.0% | +250.0% |
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