+22.0%
VZ vs WSM
+14.1%
+7.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -1.0% | +2.6% | -3.6% | -1.0% |
| 30D | +5.8% | -9.3% | +15.1% | +6.0% |
| 3M | +10.5% | +7.1% | +3.4% | +10.7% |
| 6M | +1.8% | +21.7% | -19.9% | +2.0% |
| YTD | +28.3% | +28.7% | -0.5% | +26.5% |
| 1Y | +22.0% | +13.9% | +8.1% | +21.7% |
| All | +22.0% | +14.1% | +7.8% | +21.7% |
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