+9.4%
VG vs WSM
+14.1%
-4.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +2.0% | +2.2% |
| 7D | -2.5% | +2.6% | -5.1% | -1.6% |
| 30D | +11.1% | -9.5% | +20.6% | +7.5% |
| 3M | +14.9% | +12.9% | +2.0% | +18.9% |
| 6M | +18.4% | +23.0% | -4.7% | +25.0% |
| YTD | +116.6% | +28.9% | +87.7% | +116.9% |
| 1Y | +9.4% | +13.7% | -4.3% | +19.8% |
| All | +9.4% | +14.1% | -4.7% | +19.8% |
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