+1,330.5%
WDC vs VRT
+637.8%
+692.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.5% | +3.7% |
| 7D | +1.7% | +9.1% | -7.4% | -2.6% |
| 30D | -10.0% | +0.9% | -10.9% | -10.3% |
| 3M | -18.8% | -13.4% | -5.4% | -13.0% |
| 6M | +79.0% | +11.7% | +67.3% | +71.1% |
| YTD | +171.6% | +73.2% | +98.3% | +113.2% |
| 1Y | +417.4% | +123.4% | +294.0% | +268.7% |
| All | +1,330.5% | +637.8% | +692.7% | +469.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling