+21.8%
WM vs VIG
+16.6%
+5.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +1.2% | +3.1% | -1.9% | +0.6% |
| 30D | +15.2% | +5.0% | +10.2% | +14.0% |
| 3M | +8.3% | +2.7% | +5.7% | +7.4% |
| 6M | +13.1% | +11.0% | +2.2% | +11.2% |
| YTD | +12.5% | +16.0% | -3.4% | +10.3% |
| 1Y | +21.8% | +16.3% | +5.5% | +19.0% |
| All | +21.8% | +16.6% | +5.2% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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