+149.6%
WWD vs VLTO
+54.1%
+95.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -5.8% |
| 7D | -2.6% | +12.0% | -14.6% | -6.2% |
| 30D | -7.7% | +20.8% | -28.6% | -13.7% |
| 3M | -17.7% | +20.1% | -37.8% | -23.0% |
| 6M | -15.9% | +32.6% | -48.5% | -24.5% |
| YTD | +1.8% | +17.3% | -15.5% | -4.4% |
| 1Y | +17.4% | +17.3% | +0.1% | +10.4% |
| 3Y | +137.1% | +66.9% | +70.2% | +102.2% |
| All | +149.6% | +54.1% | +95.5% | +115.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling