+366.0%
WDC vs VTR
+33.3%
+332.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -3.3% |
| 7D | -4.3% | -0.3% | -4.0% | -4.5% |
| 30D | -1.5% | +1.1% | -2.6% | -0.7% |
| 3M | -15.5% | +7.9% | -23.4% | -10.9% |
| 6M | +66.5% | +6.2% | +60.3% | +77.1% |
| YTD | +159.9% | +17.7% | +142.1% | +188.6% |
| 1Y | +366.0% | +32.9% | +333.1% | +423.5% |
| All | +366.0% | +33.3% | +332.7% | +423.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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