+4,938.0%
WDC vs VUG
+1,200.5%
+3,737.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.3% |
| 7D | +16.3% | +4.4% | +11.9% | +10.2% |
| 30D | -18.3% | -7.3% | -10.9% | -8.0% |
| 3M | -31.4% | -4.2% | -27.2% | -26.3% |
| 6M | -36.3% | -1.6% | -34.7% | -32.7% |
| YTD | +80.8% | +4.9% | +76.0% | +77.7% |
| 1Y | +87.7% | +3.8% | +83.9% | +88.3% |
| 3Y | +819.4% | +79.4% | +740.0% | +369.6% |
| 5Y | +583.2% | +63.9% | +519.3% | +284.3% |
| 10Y | +689.8% | +404.0% | +285.8% | +0.5% |
| All | +4,938.0% | +1,200.5% | +3,737.4% | +89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling