+336.4%
WM vs VO
+196.6%
+139.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -1.9% | -2.0% |
| 7D | +1.2% | -2.6% | +3.8% | +2.6% |
| 30D | +13.1% | -0.9% | +14.0% | +13.5% |
| 3M | +3.6% | -3.0% | +6.6% | +5.2% |
| 6M | +8.1% | +2.2% | +5.9% | +6.3% |
| YTD | +8.9% | +10.6% | -1.7% | +2.3% |
| 1Y | +20.3% | +12.5% | +7.8% | +11.9% |
| 3Y | +46.2% | +61.4% | -15.2% | +8.8% |
| 5Y | +59.9% | +33.4% | +26.5% | +31.8% |
| All | +336.4% | +196.6% | +139.9% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling