+916.1%
WDC vs VO
+42.1%
+874.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -4.2% |
| 7D | -4.3% | -1.5% | -2.8% | -2.1% |
| 30D | -1.5% | -3.0% | +1.5% | +3.2% |
| 3M | -15.5% | +2.8% | -18.3% | -18.3% |
| 6M | +66.5% | +10.9% | +55.5% | +46.3% |
| YTD | +159.9% | +12.5% | +147.4% | +126.1% |
| 1Y | +366.0% | +12.0% | +354.0% | +308.9% |
| 3Y | +1,285.8% | +56.3% | +1,229.5% | +707.1% |
| All | +916.1% | +42.1% | +874.0% | +569.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling