+2,092.3%
WDC vs VT
+374.2%
+1,718.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | +0.4% | +1.3% | +1.1% |
| 30D | -10.0% | +1.0% | -10.9% | -11.1% |
| 3M | -18.8% | +2.4% | -21.1% | -19.7% |
| 6M | +79.0% | +12.0% | +67.0% | +58.8% |
| YTD | +171.6% | +15.3% | +156.2% | +133.8% |
| 1Y | +417.4% | +22.6% | +394.8% | +315.3% |
| 3Y | +1,251.8% | +74.7% | +1,177.1% | +614.6% |
| 5Y | +911.7% | +66.1% | +845.6% | +486.6% |
| 10Y | +1,399.6% | +225.0% | +1,174.6% | +332.4% |
| All | +2,092.3% | +374.2% | +1,718.1% | +305.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling