+2,186.8%
WWD vs VIG
+655.8%
+1,531.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +4.0% | +3.5% | +0.5% | -1.5% |
| 30D | +0.4% | +4.9% | -4.5% | -7.1% |
| 3M | -7.9% | +2.5% | -10.4% | -11.6% |
| 6M | -10.6% | +11.0% | -21.7% | -24.5% |
| YTD | +9.4% | +16.0% | -6.6% | -13.4% |
| 1Y | +25.7% | +17.5% | +8.2% | -2.4% |
| 3Y | +148.5% | +67.0% | +81.5% | +9.5% |
| 5Y | +189.5% | +64.8% | +124.7% | +28.9% |
| 10Y | +451.8% | +263.6% | +188.2% | -35.4% |
| All | +2,186.8% | +655.8% | +1,531.0% | -18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling