+642.9%
WDC price history and return analytics
+221.8%
+421.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.5% |
| 7D | +12.1% | +2.4% | +9.7% | +8.1% |
| 30D | -18.8% | -1.5% | -17.3% | -15.2% |
| 3M | -39.3% | -4.1% | -35.2% | -33.8% |
| 6M | -40.1% | +0.6% | -40.7% | -38.4% |
| YTD | +71.8% | +11.0% | +60.8% | +53.3% |
| 1Y | +88.5% | +13.3% | +75.1% | +63.5% |
| 3Y | +770.0% | +73.4% | +696.6% | +297.3% |
| 5Y | +549.0% | +57.4% | +491.6% | +254.4% |
| All | +642.9% | +221.8% | +421.1% | +33.7% |
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