+46.0%
WM vs VIG
+56.4%
-10.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.0% |
| 7D | -0.3% | -0.4% | +0.1% | -0.1% |
| 30D | -2.4% | -1.0% | -1.4% | -2.0% |
| 3M | +0.4% | +2.8% | -2.3% | -0.8% |
| 6M | -9.5% | +8.2% | -17.7% | -12.6% |
| YTD | +0.5% | +11.0% | -10.5% | -4.2% |
| 1Y | -1.1% | +16.1% | -17.2% | -7.8% |
| All | +46.0% | +56.4% | -10.4% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling