+366.0%
WDC vs VTI
+17.9%
+348.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -5.4% |
| 7D | -4.3% | -0.9% | -3.4% | -1.8% |
| 30D | -1.5% | -1.4% | 0.0% | +2.6% |
| 3M | -15.5% | +3.6% | -19.1% | -23.4% |
| 6M | +66.5% | +13.6% | +52.8% | +18.5% |
| YTD | +159.9% | +12.9% | +146.9% | +90.5% |
| 1Y | +366.0% | +17.2% | +348.7% | +203.6% |
| All | +366.0% | +17.9% | +348.1% | +203.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling