+4,591.0%
WDC vs VO
+822.3%
+3,768.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.7% | +7.1% | +6.2% |
| 7D | -14.4% | -0.1% | -14.3% | -13.5% |
| 30D | -27.1% | +0.5% | -27.6% | -26.8% |
| 3M | -33.3% | -1.0% | -32.2% | -31.6% |
| 6M | -39.6% | +6.4% | -46.0% | -43.2% |
| YTD | +68.4% | +13.6% | +54.8% | +48.1% |
| 1Y | +78.2% | +14.5% | +63.7% | +55.7% |
| 3Y | +772.0% | +67.2% | +704.8% | +379.4% |
| 5Y | +584.9% | +36.1% | +548.8% | +397.7% |
| 10Y | +653.4% | +199.3% | +454.1% | +122.8% |
| All | +4,591.0% | +822.3% | +3,768.7% | +253.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling