+366.0%
WDC vs VTV
+24.1%
+341.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -4.8% |
| 7D | -4.3% | -1.1% | -3.2% | -1.7% |
| 30D | -1.5% | -1.0% | -0.5% | +0.8% |
| 3M | -15.5% | +4.6% | -20.1% | -25.6% |
| 6M | +66.5% | +13.5% | +52.9% | +20.5% |
| YTD | +159.9% | +18.5% | +141.4% | +81.0% |
| 1Y | +366.0% | +22.9% | +343.1% | +218.5% |
| All | +366.0% | +24.1% | +341.8% | +218.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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