+76.6%
VT vs WM
+44.2%
+32.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +1.0% | -0.9% | +1.9% | +1.1% |
| 30D | -0.2% | -4.3% | +4.1% | 0.0% |
| 3M | +4.5% | +0.8% | +3.8% | +4.2% |
| 6M | +14.1% | -10.8% | +24.8% | +15.4% |
| YTD | +14.8% | -0.1% | +14.8% | +14.0% |
| 1Y | +21.2% | +1.0% | +20.2% | +20.2% |
| 3Y | +76.6% | +45.1% | +31.5% | +71.5% |
| All | +76.6% | +44.2% | +32.4% | +71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling