+13.5%
VT vs WSM
+35.2%
-21.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.5% |
| 7D | -1.6% | +1.3% | -2.9% | -1.9% |
| 30D | -2.5% | +9.5% | -12.0% | -4.4% |
| 3M | -1.3% | +6.1% | -7.4% | -2.7% |
| 6M | +3.1% | +41.9% | -38.8% | -5.1% |
| YTD | +10.9% | +44.0% | -33.0% | +2.0% |
| All | +13.5% | +35.2% | -21.8% | +5.6% |
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