+4,142.2%
WWD vs VO
+827.2%
+3,315.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.4% |
| 7D | +1.3% | -0.3% | +1.6% | +1.7% |
| 30D | -7.2% | -0.3% | -6.8% | -6.7% |
| 3M | -3.8% | +2.9% | -6.8% | -7.5% |
| 6M | -9.9% | +9.3% | -19.3% | -19.8% |
| YTD | +14.8% | +14.2% | +0.6% | -3.7% |
| 1Y | +42.1% | +15.3% | +26.8% | +17.8% |
| 3Y | +170.8% | +56.2% | +114.5% | +46.9% |
| 5Y | +197.5% | +42.4% | +155.1% | +77.9% |
| 10Y | +477.8% | +194.7% | +283.1% | +26.8% |
| All | +4,142.2% | +827.2% | +3,315.0% | +113.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling