+32.9%
VTR vs WSM
+12.7%
+20.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.5% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | +1.1% | -7.7% | +8.8% | +1.2% |
| 3M | +7.9% | +3.8% | +4.1% | +7.7% |
| 6M | +6.2% | +22.7% | -16.5% | +5.4% |
| YTD | +17.7% | +28.0% | -10.3% | +16.5% |
| 1Y | +32.9% | +12.7% | +20.2% | +34.7% |
| All | +32.9% | +12.7% | +20.2% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling