+957.1%
WDC vs VTV
+78.5%
+878.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -3.2% |
| 7D | +4.4% | -2.1% | +6.5% | +8.1% |
| 30D | +5.3% | -1.3% | +6.6% | +7.6% |
| 3M | -5.9% | +5.6% | -11.6% | -14.2% |
| 6M | +73.2% | +12.4% | +60.8% | +44.1% |
| YTD | +167.8% | +17.6% | +150.2% | +109.2% |
| 1Y | +386.0% | +23.5% | +362.5% | +251.0% |
| 3Y | +1,309.7% | +67.0% | +1,242.7% | +546.3% |
| 5Y | +957.1% | +80.5% | +876.6% | +351.3% |
| All | +957.1% | +78.5% | +878.6% | +351.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling