-41.9%
WD price history and return analytics
+10.5%
-52.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +12.2% | -2.3% | +14.6% | +13.7% |
| 30D | +15.0% | -5.0% | +19.9% | +19.0% |
| 3M | -10.3% | -4.9% | -5.4% | -7.1% |
| 6M | -24.3% | -1.5% | -22.8% | -23.8% |
| YTD | -32.1% | +8.5% | -40.6% | -37.4% |
| 1Y | -41.9% | +11.4% | -53.3% | -47.8% |
| All | -41.9% | +10.5% | -52.4% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling