+176.0%
WWD vs VLTO
+26.2%
+149.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.7% |
| 7D | +0.8% | -1.6% | +2.4% | +1.4% |
| 30D | -6.4% | -2.9% | -3.6% | -5.5% |
| 3M | -5.6% | +12.7% | -18.3% | -10.2% |
| 6M | -9.1% | +1.6% | -10.7% | -9.9% |
| YTD | +12.5% | -4.0% | +16.5% | +13.6% |
| 1Y | +41.3% | -10.2% | +51.5% | +46.7% |
| All | +176.0% | +26.2% | +149.8% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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