+353.9%
WD price history and return analytics
+366.0%
-12.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.7% | -1.7% |
| 7D | +1.6% | -1.6% | +3.2% | +3.4% |
| 30D | +3.5% | -2.5% | +6.0% | +6.4% |
| 3M | -31.4% | -1.3% | -30.1% | -30.4% |
| 6M | -29.3% | +3.1% | -32.4% | -32.0% |
| YTD | -38.8% | +10.9% | -49.8% | -46.0% |
| 1Y | -53.7% | +12.1% | -65.7% | -59.5% |
| 3Y | -48.6% | +73.9% | -122.5% | -72.5% |
| 5Y | -69.1% | +58.0% | -127.1% | -81.2% |
| 10Y | +68.4% | +225.5% | -157.1% | -46.0% |
| All | +353.9% | +366.0% | -12.1% | +14.1% |
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 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