+934.5%
VTI vs WM
+1,358.9%
-424.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -0.4% | +1.2% | -1.6% | -1.1% |
| 30D | -3.2% | +13.7% | -16.9% | -9.6% |
| 3M | -2.9% | +5.2% | -8.1% | -5.9% |
| 6M | +2.4% | +11.2% | -8.8% | -4.1% |
| YTD | +11.2% | +9.4% | +1.7% | +4.3% |
| 1Y | +11.6% | +20.4% | -8.8% | -0.6% |
| 3Y | +76.6% | +44.7% | +31.9% | +39.6% |
| 5Y | +65.3% | +58.5% | +6.8% | +22.8% |
| 10Y | +289.1% | +326.4% | -37.3% | +67.9% |
| All | +934.5% | +1,358.9% | -424.3% | +125.3% |
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