+22,679.2%
WDC vs VTI
+959.0%
+21,720.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +3.0% |
| 7D | +6.0% | +0.6% | +5.3% | +4.9% |
| 30D | +9.9% | -1.1% | +11.0% | +11.7% |
| 3M | -9.4% | +3.9% | -13.3% | -13.3% |
| 6M | +94.7% | +14.6% | +80.1% | +63.9% |
| YTD | +177.4% | +13.3% | +164.1% | +139.3% |
| 1Y | +412.6% | +19.2% | +393.4% | +315.2% |
| 3Y | +1,359.8% | +77.4% | +1,282.4% | +594.1% |
| 5Y | +992.6% | +74.0% | +918.5% | +442.0% |
| 10Y | +1,245.5% | +294.6% | +950.9% | +129.8% |
| All | +22,679.2% | +959.0% | +21,720.3% | +1,141.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling