+642.9%
WDC vs VO
+197.6%
+445.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +3.1% | +9.0% | +7.4% |
| 30D | -18.8% | +2.2% | -21.0% | -20.4% |
| 3M | -39.3% | -2.5% | -36.8% | -36.2% |
| 6M | -40.1% | +7.0% | -47.1% | -44.5% |
| YTD | +71.8% | +14.0% | +57.8% | +47.8% |
| 1Y | +88.5% | +15.6% | +72.8% | +59.2% |
| 3Y | +770.0% | +66.2% | +703.8% | +348.4% |
| 5Y | +549.0% | +36.6% | +512.4% | +348.8% |
| All | +642.9% | +197.6% | +445.2% | +76.2% |
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