+47.5%
WM vs VCIT
+19.6%
+28.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | +5.9% | +0.4% | +5.5% | +5.8% |
| 30D | +15.4% | +2.2% | +13.2% | +14.7% |
| 3M | +6.3% | -1.8% | +8.2% | +6.7% |
| 6M | +5.6% | -1.6% | +7.2% | +5.8% |
| YTD | +9.9% | -1.7% | +11.7% | +10.2% |
| 1Y | +20.8% | -0.8% | +21.7% | +20.7% |
| All | +47.5% | +19.6% | +28.0% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling