+1,476.5%
WM vs VO
+799.0%
+677.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +3.3% |
| 7D | +4.5% | -3.3% | +7.8% | +6.6% |
| 30D | +16.1% | -1.8% | +17.9% | +17.2% |
| 3M | +8.0% | -3.4% | +11.4% | +10.1% |
| 6M | +8.4% | +3.0% | +5.4% | +6.0% |
| YTD | +11.2% | +10.7% | +0.5% | +3.8% |
| 1Y | +22.3% | +11.8% | +10.5% | +13.3% |
| 3Y | +50.2% | +60.4% | -10.1% | +9.8% |
| 5Y | +63.3% | +33.6% | +29.7% | +31.2% |
| 10Y | +355.0% | +202.0% | +153.1% | +111.0% |
| All | +1,476.5% | +799.0% | +677.5% | +242.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling