+3,767.7%
WDC vs VYM
+487.3%
+3,280.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.7% |
| 7D | +7.5% | -1.0% | +8.4% | +8.8% |
| 30D | +10.1% | -2.0% | +12.1% | +13.0% |
| 3M | -6.8% | +3.1% | -9.9% | -10.6% |
| 6M | +84.1% | +8.9% | +75.3% | +65.0% |
| YTD | +180.3% | +14.7% | +165.5% | +135.8% |
| 1Y | +411.1% | +19.4% | +391.7% | +307.8% |
| 3Y | +1,375.0% | +65.4% | +1,309.6% | +675.1% |
| 5Y | +991.6% | +77.6% | +914.0% | +437.0% |
| 10Y | +1,309.1% | +207.8% | +1,101.3% | +273.0% |
| All | +3,767.7% | +487.3% | +3,280.5% | +397.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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