+682.0%
WDC price history and return analytics
+222.7%
+459.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.4% |
| 7D | +16.3% | +2.9% | +13.4% | +11.1% |
| 30D | -18.3% | -2.5% | -15.7% | -13.1% |
| 3M | -31.4% | -3.3% | -28.1% | -26.2% |
| 6M | -36.3% | +1.5% | -37.8% | -35.5% |
| YTD | +80.8% | +11.4% | +69.5% | +60.5% |
| 1Y | +87.7% | +11.9% | +75.8% | +66.3% |
| 3Y | +819.4% | +73.9% | +745.6% | +317.8% |
| 5Y | +583.2% | +57.9% | +525.3% | +271.1% |
| All | +682.0% | +222.7% | +459.3% | +40.0% |
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