+567.3%
VRT vs WM
+59.1%
+508.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.5% | +3.7% |
| 7D | -21.4% | +1.2% | -22.6% | -21.6% |
| 30D | -25.8% | +13.1% | -38.9% | -28.1% |
| 3M | -33.5% | +3.6% | -37.2% | -34.2% |
| 6M | -49.0% | +8.1% | -57.1% | -50.7% |
| YTD | +12.9% | +8.9% | +4.0% | +8.3% |
| 1Y | 0.0% | +20.3% | -20.3% | -8.6% |
| 3Y | +361.8% | +46.2% | +315.6% | +256.9% |
| All | +567.3% | +59.1% | +508.2% | +373.2% |
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