+113.2%
WDC vs VUG
+4.9%
+108.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.5% | -8.3% | -10.0% |
| 7D | -18.3% | -3.0% | -15.3% | -12.8% |
| 30D | -26.7% | -6.4% | -20.2% | -15.2% |
| 3M | -40.9% | -3.2% | -37.7% | -36.7% |
| 6M | -26.8% | +3.1% | -29.9% | -30.3% |
| YTD | +88.2% | +6.3% | +81.9% | +71.3% |
| 1Y | +113.2% | +5.2% | +108.0% | +101.2% |
| All | +113.2% | +4.9% | +108.3% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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