+724.2%
WDC vs VT
+69.4%
+654.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -4.1% | -13.3% | -8.2% |
| 7D | -32.3% | -4.2% | -28.1% | -24.7% |
| 30D | -34.9% | -5.8% | -29.1% | -24.4% |
| 3M | -48.4% | -5.2% | -43.2% | -41.1% |
| 6M | -42.4% | +0.1% | -42.6% | -39.9% |
| YTD | +55.5% | +8.2% | +47.3% | +41.8% |
| 1Y | +67.5% | +10.1% | +57.4% | +48.8% |
| All | +724.2% | +69.4% | +654.8% | +298.8% |
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