+712.3%
WDC vs VT
+69.7%
+642.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -2.0% |
| 7D | -28.0% | -2.3% | -25.6% | -23.4% |
| 30D | -34.9% | -5.0% | -30.0% | -25.9% |
| 3M | -41.6% | -4.9% | -36.7% | -33.9% |
| 6M | -45.4% | -1.5% | -43.8% | -41.0% |
| YTD | +53.3% | +8.5% | +44.8% | +39.0% |
| 1Y | +61.5% | +11.4% | +50.2% | +40.5% |
| 3Y | +712.3% | +70.1% | +642.3% | +290.9% |
| All | +712.3% | +69.7% | +642.6% | +290.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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