+595.8%
WDC price history and return analytics
+57.5%
+538.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.7% |
| 7D | -16.7% | -0.1% | -16.6% | -15.7% |
| 30D | -27.2% | -3.1% | -24.1% | -21.6% |
| 3M | -34.0% | -3.5% | -30.5% | -28.5% |
| 6M | -39.7% | +0.5% | -40.2% | -37.8% |
| YTD | +68.1% | +10.8% | +57.3% | +49.6% |
| 1Y | +66.3% | +11.9% | +54.4% | +46.5% |
| 3Y | +754.4% | +73.0% | +681.4% | +296.6% |
| 5Y | +595.8% | +58.6% | +537.2% | +268.8% |
| All | +595.8% | +57.5% | +538.2% | +268.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling