+192.5%
WWD vs VO
+43.2%
+149.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.4% |
| 7D | +0.8% | +0.6% | +0.2% | +0.2% |
| 30D | -6.4% | -1.1% | -5.4% | -5.3% |
| 3M | -5.6% | +4.5% | -10.2% | -9.7% |
| 6M | -9.1% | +11.1% | -20.2% | -17.9% |
| YTD | +12.5% | +13.5% | -1.0% | -0.5% |
| 1Y | +41.3% | +14.5% | +26.8% | +24.2% |
| 3Y | +170.2% | +58.1% | +112.1% | +77.0% |
| 5Y | +192.5% | +43.3% | +149.2% | +108.3% |
| All | +192.5% | +43.2% | +149.3% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling