-68.8%
WD price history and return analytics
+59.8%
-128.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -2.8% |
| 7D | +2.9% | -0.7% | +3.6% | +3.4% |
| 30D | +22.1% | -1.7% | +23.9% | +24.4% |
| 3M | -6.9% | -2.3% | -4.6% | -4.3% |
| 6M | -24.5% | +1.5% | -26.0% | -26.5% |
| YTD | -31.4% | +12.0% | -43.5% | -41.7% |
| 1Y | -38.5% | +12.9% | -51.4% | -48.2% |
| 3Y | -38.1% | +74.9% | -113.1% | -71.7% |
| 5Y | -68.8% | +59.9% | -128.7% | -84.1% |
| All | -68.8% | +59.8% | -128.5% | -84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling