+716.2%
VTV vs WM
+1,437.7%
-721.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.7% |
| 7D | -2.2% | +1.2% | -3.4% | -2.9% |
| 30D | +2.2% | +13.1% | -10.9% | -4.8% |
| 3M | +0.3% | +3.6% | -3.3% | -2.1% |
| 6M | +8.3% | +8.1% | +0.2% | +2.6% |
| YTD | +18.5% | +8.9% | +9.6% | +11.1% |
| 1Y | +23.0% | +20.3% | +2.7% | +8.8% |
| 3Y | +72.6% | +46.2% | +26.5% | +33.2% |
| 5Y | +73.3% | +59.9% | +13.4% | +24.6% |
| 10Y | +238.2% | +345.6% | -107.4% | +29.8% |
| All | +716.2% | +1,437.7% | -721.5% | +59.8% |
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