+1,188.5%
WDC price history and return analytics
+229.8%
+958.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -4.5% |
| 7D | -4.3% | -1.1% | -3.2% | -2.5% |
| 30D | -1.5% | -1.0% | -0.5% | +0.2% |
| 3M | -15.5% | +3.2% | -18.6% | -18.6% |
| 6M | +66.5% | +12.5% | +54.0% | +41.2% |
| YTD | +159.9% | +14.1% | +145.8% | +118.1% |
| 1Y | +366.0% | +18.9% | +347.0% | +269.2% |
| 3Y | +1,285.8% | +74.1% | +1,211.7% | +518.7% |
| 5Y | +925.6% | +66.9% | +858.7% | +402.1% |
| All | +1,188.5% | +229.8% | +958.8% | +148.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling