+1,188.5%
WDC vs VTI
+305.0%
+883.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -4.3% |
| 7D | -4.3% | -0.9% | -3.4% | -3.0% |
| 30D | -1.5% | -1.4% | 0.0% | +0.7% |
| 3M | -15.5% | +3.6% | -19.1% | -19.3% |
| 6M | +66.5% | +13.6% | +52.8% | +40.1% |
| YTD | +159.9% | +12.9% | +146.9% | +122.8% |
| 1Y | +366.0% | +17.2% | +348.7% | +281.1% |
| 3Y | +1,285.8% | +75.7% | +1,210.1% | +543.0% |
| 5Y | +925.6% | +75.4% | +850.1% | +383.6% |
| All | +1,188.5% | +305.0% | +883.5% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling