+21.2%
WM vs VTRS
+96.7%
-75.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +3.2% | +4.6% | -1.4% | +3.1% |
| 30D | +13.0% | +19.4% | -6.4% | +12.7% |
| 3M | +9.2% | +30.8% | -21.5% | +8.9% |
| 6M | +13.6% | +21.6% | -8.0% | +13.0% |
| YTD | +12.4% | +71.2% | -58.8% | +14.5% |
| 1Y | +21.2% | +97.6% | -76.4% | +29.8% |
| All | +21.2% | +96.7% | -75.5% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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