+155.1%
WWD vs VO
+68.0%
+87.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | -0.2% |
| 7D | +3.7% | +0.2% | +3.5% | +3.6% |
| 30D | +1.8% | +2.0% | -0.2% | -0.5% |
| 3M | -5.0% | -0.3% | -4.7% | -4.4% |
| 6M | -8.4% | +7.3% | -15.7% | -15.6% |
| YTD | +12.3% | +15.0% | -2.7% | -4.2% |
| 1Y | +26.2% | +14.7% | +11.6% | +8.2% |
| All | +155.1% | +68.0% | +87.1% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling