+17,845.4%
WDC vs VSH
+1,674.8%
+16,170.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.4% | +3.8% |
| 7D | +1.7% | +4.1% | -2.3% | -0.1% |
| 30D | -10.0% | -4.2% | -5.8% | -8.5% |
| 3M | -18.8% | -50.0% | +31.2% | +12.1% |
| 6M | +79.0% | +80.2% | -1.1% | +36.1% |
| YTD | +171.6% | +121.1% | +50.5% | +89.5% |
| 1Y | +417.4% | +112.0% | +305.4% | +264.4% |
| 3Y | +1,251.8% | +22.5% | +1,229.3% | +1,062.8% |
| 5Y | +911.7% | +64.0% | +847.6% | +665.2% |
| 10Y | +1,399.6% | +170.4% | +1,229.3% | +834.2% |
| All | +17,845.4% | +1,674.8% | +16,170.6% | +4,395.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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