+905.2%
VRT vs WM
+52.1%
+853.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.7% |
| 7D | +9.1% | -0.3% | +9.4% | +9.2% |
| 30D | +0.9% | -2.4% | +3.3% | +1.5% |
| 3M | -13.4% | +0.4% | -13.8% | -14.4% |
| 6M | +11.7% | -9.5% | +21.2% | +14.6% |
| YTD | +73.2% | +0.5% | +72.7% | +69.9% |
| 1Y | +123.4% | -1.1% | +124.5% | +120.3% |
| 3Y | +606.2% | +46.0% | +560.1% | +433.3% |
| All | +905.2% | +52.1% | +853.1% | +630.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling