+83.7%
WDCX vs VT
+11.1%
+72.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -9.5% |
| 7D | -8.9% | +0.1% | -9.0% | -10.0% |
| 30D | -39.1% | +0.8% | -39.9% | -42.1% |
| 3M | -58.9% | +2.8% | -61.7% | -60.9% |
| 6M | +103.9% | +13.0% | +91.0% | +30.8% |
| All | +83.7% | +11.1% | +72.6% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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