+928.6%
WDC vs VT
+66.2%
+862.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | +0.4% | +1.3% | +0.8% |
| 30D | -10.0% | +1.0% | -10.9% | -11.5% |
| 3M | -18.8% | +2.4% | -21.1% | -20.4% |
| 6M | +79.0% | +12.0% | +67.0% | +51.6% |
| YTD | +171.6% | +15.3% | +156.2% | +121.3% |
| 1Y | +417.4% | +22.6% | +394.8% | +285.7% |
| 3Y | +1,251.8% | +74.7% | +1,177.1% | +502.0% |
| All | +928.6% | +66.2% | +862.4% | +396.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling