+63.4%
VSH vs WAT
+32.9%
+30.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.7% | -6.7% | -5.6% |
| 7D | -13.6% | -1.9% | -11.7% | -13.0% |
| 30D | -30.4% | +6.2% | -36.6% | -31.3% |
| 3M | -33.3% | +18.1% | -51.3% | -36.3% |
| 6M | -15.1% | +54.9% | -70.0% | -25.6% |
| YTD | +80.2% | +23.1% | +57.1% | +68.5% |
| 1Y | +63.4% | +27.3% | +36.1% | +48.4% |
| All | +63.4% | +32.9% | +30.4% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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