+20.3%
WM vs VSH
+58.3%
-38.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.7% | -7.8% | -1.4% |
| 7D | +1.2% | -12.9% | +14.1% | -0.2% |
| 30D | +13.1% | -36.9% | +49.9% | +8.0% |
| 3M | +3.6% | -28.8% | +32.4% | +0.7% |
| 6M | +8.1% | -30.3% | +38.4% | +5.5% |
| YTD | +8.9% | +62.4% | -53.5% | +13.7% |
| 1Y | +20.3% | +62.5% | -42.2% | +25.6% |
| All | +20.3% | +58.3% | -38.0% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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