+63.3%
WM vs VCIT
+3.7%
+59.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +0.9% | +1.1% |
| 7D | +4.5% | +0.5% | +4.0% | +4.3% |
| 30D | +16.1% | +2.1% | +14.0% | +15.1% |
| 3M | +8.0% | -1.6% | +9.6% | +8.7% |
| 6M | +8.4% | -1.6% | +10.0% | +9.0% |
| YTD | +11.2% | -1.5% | +12.7% | +11.8% |
| 1Y | +22.3% | -0.4% | +22.7% | +22.3% |
| 3Y | +50.2% | +19.6% | +30.7% | +37.8% |
| 5Y | +63.3% | +3.3% | +60.0% | +53.7% |
| All | +63.3% | +3.7% | +59.6% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling