+20.4%
WM vs VO
+13.8%
+6.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | +1.2% | -0.2% | +1.3% | +1.1% |
| 30D | +13.7% | +0.5% | +13.2% | +13.6% |
| 3M | +5.2% | -1.1% | +6.3% | +5.1% |
| 6M | +11.2% | +6.4% | +4.8% | +10.6% |
| YTD | +9.4% | +13.5% | -4.1% | +8.1% |
| 1Y | +20.4% | +13.6% | +6.8% | +18.8% |
| All | +20.4% | +13.8% | +6.6% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling