+1,155.6%
WDC vs VT
+345.0%
+810.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -4.1% | -13.3% | -11.8% |
| 7D | -32.3% | -4.2% | -28.1% | -27.8% |
| 30D | -34.9% | -5.8% | -29.1% | -28.6% |
| 3M | -48.4% | -5.2% | -43.2% | -44.0% |
| 6M | -42.4% | +0.1% | -42.6% | -40.7% |
| YTD | +55.5% | +8.2% | +47.3% | +47.3% |
| 1Y | +67.5% | +10.1% | +57.4% | +56.1% |
| 3Y | +727.3% | +69.7% | +657.6% | +360.3% |
| 5Y | +533.3% | +53.4% | +480.0% | +312.0% |
| 10Y | +627.0% | +219.2% | +407.7% | +119.2% |
| All | +1,155.6% | +345.0% | +810.6% | +155.5% |
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