+13.8%
VRT vs WSM
+44.0%
-30.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.5% | -19.3% | -13.9% |
| 7D | -15.4% | +8.0% | -23.4% | -16.7% |
| 30D | -19.0% | +13.5% | -32.4% | -21.5% |
| 3M | -23.8% | +8.8% | -32.7% | -25.6% |
| 6M | -37.9% | +54.7% | -92.6% | -46.4% |
| YTD | +27.0% | +53.3% | -26.3% | +7.5% |
| 1Y | +13.8% | +41.1% | -27.3% | -2.1% |
| All | +13.8% | +44.0% | -30.2% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling