+88.5%
WDC vs VO
+14.1%
+74.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +3.1% | +9.0% | +2.7% |
| 30D | -18.8% | +2.2% | -21.0% | -22.3% |
| 3M | -39.3% | -2.5% | -36.8% | -33.1% |
| 6M | -40.1% | +7.0% | -47.1% | -49.1% |
| YTD | +71.8% | +14.0% | +57.8% | +24.7% |
| 1Y | +88.5% | +15.6% | +72.8% | +32.9% |
| All | +88.5% | +14.1% | +74.4% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling