+44.7%
WM vs VTRS
+159.9%
-115.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.4% | +0.2% |
| 7D | +1.2% | +10.2% | -9.0% | +0.6% |
| 30D | +13.7% | +18.2% | -4.5% | +12.7% |
| 3M | +5.2% | +29.0% | -23.8% | +3.8% |
| 6M | +11.2% | +23.2% | -12.1% | +9.8% |
| YTD | +9.4% | +71.4% | -62.0% | +6.0% |
| 1Y | +20.4% | +112.3% | -91.9% | +15.0% |
| 3Y | +44.7% | +157.1% | -112.4% | +34.7% |
| All | +44.7% | +159.9% | -115.2% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling