+2,723.0%
VRT vs WM
+178.2%
+2,544.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.8% |
| 7D | +9.1% | -0.3% | +9.4% | +9.2% |
| 30D | +0.9% | -2.4% | +3.3% | +1.7% |
| 3M | -13.4% | +0.4% | -13.8% | -14.6% |
| 6M | +11.7% | -9.5% | +21.2% | +14.8% |
| YTD | +73.2% | +0.5% | +72.7% | +69.6% |
| 1Y | +123.4% | -1.1% | +124.5% | +119.2% |
| 3Y | +606.2% | +46.0% | +560.1% | +450.8% |
| 5Y | +899.9% | +51.8% | +848.1% | +664.6% |
| All | +2,723.0% | +178.2% | +2,544.9% | +1,708.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling