+75.0%
VT vs WSM
+271.7%
-196.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -0.7% | -3.0% | +2.3% | -0.2% |
| 30D | -1.7% | +10.1% | -11.8% | -3.4% |
| 3M | -2.3% | +4.9% | -7.2% | -3.2% |
| 6M | +1.5% | +49.8% | -48.3% | -5.4% |
| YTD | +12.0% | +48.7% | -36.7% | +4.4% |
| 1Y | +12.9% | +38.7% | -25.9% | +6.2% |
| All | +75.0% | +271.7% | -196.7% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling