+403.5%
VRT vs WM
+45.6%
+357.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.1% | +9.5% | +9.7% |
| 7D | -10.6% | -0.5% | -10.1% | -10.6% |
| 30D | -17.4% | +13.3% | -30.7% | -15.7% |
| 3M | -26.4% | +4.4% | -30.8% | -25.3% |
| 6M | -41.0% | +10.8% | -51.8% | -40.3% |
| YTD | +23.8% | +9.1% | +14.8% | +25.3% |
| 1Y | +11.6% | +19.1% | -7.5% | +11.0% |
| 3Y | +403.5% | +45.7% | +357.8% | +332.9% |
| All | +403.5% | +45.6% | +357.9% | +332.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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