+113.2%
WDC vs VRT
+12.3%
+100.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -12.9% | +6.1% | +1.6% |
| 7D | -18.3% | -15.4% | -2.9% | -9.1% |
| 30D | -26.7% | -19.0% | -7.7% | -16.5% |
| 3M | -40.9% | -23.8% | -17.1% | -30.8% |
| 6M | -26.8% | -37.9% | +11.1% | -1.8% |
| YTD | +88.2% | +27.0% | +61.2% | +49.1% |
| 1Y | +113.2% | +13.8% | +99.4% | +82.9% |
| All | +113.2% | +12.3% | +100.9% | +82.9% |
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