+40.7%
WMK vs VT
+66.2%
-25.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.1% | +0.4% | +0.6% | +0.9% |
| 30D | -3.6% | +1.0% | -4.6% | -3.9% |
| 3M | -4.4% | +2.4% | -6.8% | -5.4% |
| 6M | +10.7% | +12.0% | -1.3% | +6.0% |
| YTD | +13.9% | +15.3% | -1.4% | +7.8% |
| 1Y | +1.6% | +22.6% | -21.0% | -6.3% |
| 3Y | +18.9% | +74.7% | -55.7% | -5.5% |
| All | +40.7% | +66.2% | -25.4% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling