+417.4%
WDC vs VRT
+123.1%
+294.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.5% | +2.9% |
| 7D | +1.7% | +9.1% | -7.4% | -4.3% |
| 30D | -10.0% | +0.9% | -10.9% | -10.5% |
| 3M | -18.8% | -13.4% | -5.4% | -10.8% |
| 6M | +79.0% | +11.7% | +67.3% | +65.3% |
| YTD | +171.6% | +73.2% | +98.3% | +83.0% |
| 1Y | +417.4% | +123.4% | +294.0% | +204.4% |
| All | +417.4% | +123.1% | +294.3% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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