-44.1%
VG vs WSM
+21.1%
-65.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.5% | +9.2% | +5.1% |
| 7D | +15.1% | -3.2% | +18.3% | +15.3% |
| 30D | -4.2% | +4.6% | -8.8% | -5.0% |
| 3M | -3.1% | +2.4% | -5.5% | -3.6% |
| 6M | +0.3% | +43.7% | -43.3% | -9.2% |
| YTD | +95.5% | +42.1% | +53.4% | +70.8% |
| 1Y | +64.4% | +32.3% | +32.2% | +49.1% |
| All | -44.1% | +21.1% | -65.2% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling