-40.0%
WD price history and return analytics
+69.4%
-109.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.1% | +8.0% | +8.4% |
| 7D | +14.8% | -4.2% | +18.9% | +19.9% |
| 30D | +13.5% | -5.8% | +19.3% | +20.8% |
| 3M | -21.2% | -5.2% | -16.0% | -16.5% |
| 6M | -19.8% | +0.1% | -19.9% | -20.7% |
| YTD | -30.7% | +8.2% | -39.0% | -37.9% |
| 1Y | -47.3% | +10.1% | -57.5% | -53.8% |
| All | -40.0% | +69.4% | -109.3% | -77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling