+81.8%
VTV vs WM
+54.2%
+27.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | +1.1% | -2.4% | +3.5% | +1.8% |
| 3M | +5.9% | +0.4% | +5.5% | +5.4% |
| 6M | +11.6% | -9.5% | +21.1% | +14.8% |
| YTD | +19.8% | +0.5% | +19.3% | +18.6% |
| 1Y | +26.2% | -1.1% | +27.3% | +25.6% |
| 3Y | +68.5% | +46.0% | +22.4% | +41.4% |
| All | +81.8% | +54.2% | +27.6% | +46.6% |
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