+1,259.5%
WDC price history and return analytics
+357.6%
+901.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +6.3% |
| 7D | -14.4% | +0.4% | -14.8% | -14.1% |
| 30D | -27.1% | -2.6% | -24.5% | -23.4% |
| 3M | -33.3% | -3.2% | -30.0% | -29.4% |
| 6M | -39.6% | +0.9% | -40.5% | -38.4% |
| YTD | +68.4% | +11.3% | +57.1% | +53.9% |
| 1Y | +78.2% | +14.0% | +64.2% | +58.9% |
| 3Y | +772.0% | +75.8% | +696.2% | +363.7% |
| 5Y | +584.9% | +57.8% | +527.1% | +329.5% |
| 10Y | +653.4% | +219.8% | +433.6% | +125.6% |
| All | +1,259.5% | +357.6% | +901.8% | +166.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling