+51.8%
VG vs WSM
+44.0%
+7.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +6.5% | -14.1% | -3.7% |
| 7D | -16.4% | +8.0% | -24.4% | -11.8% |
| 30D | -10.8% | +13.5% | -24.3% | -2.8% |
| 3M | -6.3% | +8.8% | -15.1% | +0.2% |
| 6M | -12.5% | +54.7% | -67.2% | +12.4% |
| YTD | +76.9% | +53.3% | +23.6% | +121.5% |
| 1Y | +51.8% | +41.1% | +10.7% | +96.0% |
| All | +51.8% | +44.0% | +7.8% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling