+60.7%
WM vs VLTO
+54.8%
+5.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.5% | -2.2% |
| 7D | +1.2% | +5.4% | -4.2% | -0.2% |
| 30D | +13.1% | +22.3% | -9.2% | +7.1% |
| 3M | +3.6% | +19.6% | -16.0% | -1.3% |
| 6M | +8.1% | +35.2% | -27.1% | -0.1% |
| YTD | +8.9% | +17.9% | -9.0% | +3.4% |
| 1Y | +20.3% | +19.5% | +0.8% | +13.9% |
| 3Y | +46.2% | +73.9% | -27.8% | +38.0% |
| All | +60.7% | +54.8% | +5.8% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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