+191.3%
WWD vs VIG
+65.2%
+126.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | +8.2% | +3.1% | +5.1% | +4.2% |
| 30D | -0.2% | +5.0% | -5.2% | -6.1% |
| 3M | -8.4% | +2.7% | -11.1% | -11.3% |
| 6M | -9.5% | +11.0% | -20.5% | -20.4% |
| YTD | +10.1% | +16.0% | -5.9% | -7.9% |
| 1Y | +21.6% | +16.3% | +5.3% | +1.6% |
| 3Y | +149.6% | +66.8% | +82.8% | +37.8% |
| 5Y | +191.3% | +64.8% | +126.5% | +63.8% |
| All | +191.3% | +65.2% | +126.1% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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