+28,683.0%
WM vs VTRS
+724.9%
+27,958.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.4% | +0.1% |
| 7D | +1.2% | +10.2% | -9.0% | 0.0% |
| 30D | +13.7% | +18.2% | -4.5% | +11.4% |
| 3M | +5.2% | +29.0% | -23.8% | +2.1% |
| 6M | +11.2% | +23.2% | -12.1% | +8.2% |
| YTD | +9.4% | +71.4% | -62.0% | +2.2% |
| 1Y | +20.4% | +112.3% | -91.9% | +9.6% |
| 3Y | +44.7% | +157.1% | -112.4% | +27.1% |
| 5Y | +58.5% | +77.0% | -18.5% | +43.5% |
| 10Y | +326.4% | -31.8% | +358.2% | +314.1% |
| All | +28,683.0% | +724.9% | +27,958.2% | +19,272.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling