+74.6%
VTI vs WM
+52.1%
+22.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | 0.0% | -2.4% | +2.4% | +0.6% |
| 3M | +2.0% | +0.4% | +1.6% | +1.4% |
| 6M | +13.0% | -9.5% | +22.4% | +15.7% |
| YTD | +13.9% | +0.5% | +13.4% | +12.7% |
| 1Y | +20.0% | -1.1% | +21.1% | +19.2% |
| 3Y | +75.8% | +46.0% | +29.8% | +46.5% |
| All | +74.6% | +52.1% | +22.5% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling