+25.2%
WMK vs VT
+69.4%
-44.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +0.6% |
| 7D | +5.8% | -4.2% | +10.0% | +7.0% |
| 30D | +9.1% | -5.8% | +14.9% | +10.8% |
| 3M | +6.1% | -5.2% | +11.3% | +7.6% |
| 6M | +15.0% | +0.1% | +14.8% | +14.5% |
| YTD | +25.3% | +8.2% | +17.1% | +21.5% |
| 1Y | +22.6% | +10.1% | +12.5% | +18.0% |
| All | +25.2% | +69.4% | -44.1% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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