+74.5%
VTI vs WM
+47.1%
+27.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.5% |
| 7D | -2.6% | +1.2% | -3.8% | -2.7% |
| 30D | -5.0% | +13.1% | -18.1% | -5.9% |
| 3M | -4.3% | +3.6% | -7.9% | -4.5% |
| 6M | +0.6% | +8.1% | -7.5% | -0.3% |
| YTD | +8.9% | +8.9% | 0.0% | +7.5% |
| 1Y | +11.1% | +20.3% | -9.2% | +7.5% |
| 3Y | +74.5% | +46.2% | +28.3% | +63.9% |
| All | +74.5% | +47.1% | +27.4% | +63.9% |
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 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