+913.2%
VTI vs WM
+1,352.0%
-438.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.4% |
| 7D | -2.6% | +1.2% | -3.8% | -3.2% |
| 30D | -5.0% | +13.1% | -18.1% | -11.0% |
| 3M | -4.3% | +3.6% | -7.9% | -6.5% |
| 6M | +0.6% | +8.1% | -7.5% | -4.5% |
| YTD | +8.9% | +8.9% | 0.0% | +2.3% |
| 1Y | +11.1% | +20.3% | -9.2% | -1.0% |
| 3Y | +74.5% | +46.2% | +28.3% | +37.2% |
| 5Y | +60.1% | +59.9% | +0.2% | +18.4% |
| 10Y | +297.4% | +345.6% | -48.2% | +67.6% |
| All | +913.2% | +1,352.0% | -438.8% | +121.1% |
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