+375.1%
VT vs WM
+813.7%
-438.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | +1.0% | -0.9% | +1.9% | +1.5% |
| 30D | -0.2% | -4.3% | +4.1% | +2.2% |
| 3M | +4.5% | +0.8% | +3.8% | +3.2% |
| 6M | +14.1% | -10.8% | +24.8% | +20.1% |
| YTD | +14.8% | -0.1% | +14.8% | +12.7% |
| 1Y | +21.2% | +1.0% | +20.2% | +17.6% |
| 3Y | +76.6% | +45.1% | +31.5% | +32.7% |
| 5Y | +66.6% | +52.1% | +14.5% | +18.9% |
| 10Y | +222.3% | +302.9% | -80.7% | +12.4% |
| All | +375.1% | +813.7% | -438.6% | -20.9% |
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