+1,328.4%
WDC vs VTI
+74.4%
+1,254.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.2% |
| 7D | +4.4% | -2.0% | +6.4% | +8.6% |
| 30D | +5.3% | -1.9% | +7.2% | +9.3% |
| 3M | -5.9% | +4.5% | -10.5% | -12.4% |
| 6M | +73.2% | +12.6% | +60.7% | +43.1% |
| YTD | +167.8% | +12.0% | +155.9% | +125.5% |
| 1Y | +386.0% | +17.3% | +368.7% | +282.8% |
| All | +1,328.4% | +74.4% | +1,254.1% | +539.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling