+957.1%
WDC vs VTI
+71.8%
+885.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.4% |
| 7D | +4.4% | -2.0% | +6.4% | +7.9% |
| 30D | +5.3% | -1.9% | +7.2% | +8.6% |
| 3M | -5.9% | +4.5% | -10.5% | -11.3% |
| 6M | +73.2% | +12.6% | +60.7% | +47.6% |
| YTD | +167.8% | +12.0% | +155.9% | +132.1% |
| 1Y | +386.0% | +17.3% | +368.7% | +297.0% |
| 3Y | +1,309.7% | +75.3% | +1,234.4% | +583.0% |
| 5Y | +957.1% | +74.0% | +883.1% | +419.6% |
| All | +957.1% | +71.8% | +885.3% | +419.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling