+3,966.7%
WWD vs VO
+825.5%
+3,141.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -0.8% |
| 7D | +8.2% | +2.9% | +5.2% | +4.0% |
| 30D | -0.2% | +1.0% | -1.2% | -1.4% |
| 3M | -8.4% | -1.7% | -6.7% | -6.0% |
| 6M | -9.5% | +6.7% | -16.2% | -16.9% |
| YTD | +10.1% | +14.0% | -3.9% | -7.3% |
| 1Y | +21.6% | +13.7% | +7.9% | +3.0% |
| 3Y | +149.6% | +65.8% | +83.7% | +25.1% |
| 5Y | +191.3% | +36.6% | +154.7% | +85.9% |
| 10Y | +455.2% | +198.9% | +256.2% | +19.5% |
| All | +3,966.7% | +825.5% | +3,141.2% | +105.8% |
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