+449.9%
WD price history and return analytics
+384.5%
+65.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +3.0% | +0.4% | +2.6% | +2.6% |
| 30D | -15.7% | +1.0% | -16.7% | -16.5% |
| 3M | -16.2% | +2.4% | -18.6% | -18.6% |
| 6M | -11.5% | +12.0% | -23.5% | -22.4% |
| YTD | -25.9% | +15.3% | -41.2% | -37.3% |
| 1Y | -46.0% | +22.6% | -68.5% | -57.4% |
| 3Y | -43.7% | +74.7% | -118.4% | -69.9% |
| 5Y | -54.8% | +66.1% | -120.9% | -74.0% |
| 10Y | +103.1% | +225.0% | -121.9% | -35.6% |
| All | +449.9% | +384.5% | +65.4% | +32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling