+7,465.0%
WDC vs VO
+827.2%
+6,637.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +6.1% |
| 7D | +1.7% | -0.3% | +2.0% | +2.0% |
| 30D | -10.0% | -0.3% | -9.6% | -9.4% |
| 3M | -18.8% | +2.9% | -21.7% | -20.9% |
| 6M | +79.0% | +9.3% | +69.7% | +62.8% |
| YTD | +171.6% | +14.2% | +157.4% | +135.0% |
| 1Y | +417.4% | +15.3% | +402.1% | +343.4% |
| 3Y | +1,251.8% | +56.2% | +1,195.5% | +701.1% |
| 5Y | +911.7% | +42.4% | +869.3% | +586.8% |
| 10Y | +1,399.6% | +194.7% | +1,204.9% | +347.6% |
| All | +7,465.0% | +827.2% | +6,637.7% | +461.5% |
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