+87.7%
WDC vs VST
-25.0%
+112.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.2% |
| 7D | +16.3% | +19.2% | -2.9% | +2.5% |
| 30D | -18.3% | -17.2% | -1.1% | -7.1% |
| 3M | -31.4% | -8.1% | -23.3% | -28.8% |
| 6M | -36.3% | -8.1% | -28.1% | -33.0% |
| YTD | +80.8% | -16.3% | +97.1% | +99.2% |
| 1Y | +87.7% | -24.1% | +111.8% | +120.2% |
| All | +87.7% | -25.0% | +112.7% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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