+992.6%
WDC price history and return analytics
+66.2%
+926.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +3.1% |
| 7D | +6.0% | +1.0% | +5.0% | +4.0% |
| 30D | +9.9% | -0.2% | +10.2% | +10.4% |
| 3M | -9.4% | +4.5% | -13.9% | -14.8% |
| 6M | +94.7% | +14.1% | +80.7% | +59.9% |
| YTD | +177.4% | +14.8% | +162.6% | +128.1% |
| 1Y | +412.6% | +21.2% | +391.4% | +289.6% |
| 3Y | +1,359.8% | +76.6% | +1,283.2% | +540.9% |
| 5Y | +992.6% | +66.6% | +926.0% | +429.1% |
| All | +992.6% | +66.2% | +926.4% | +429.1% |
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 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