+131.3%
WMT vs V
+67.0%
+64.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.6% |
| 7D | +0.1% | -1.1% | +1.2% | +0.4% |
| 30D | -5.0% | +1.9% | -6.8% | -5.4% |
| 3M | -11.3% | +15.5% | -26.8% | -14.1% |
| 6M | -13.8% | +16.6% | -30.4% | -16.9% |
| YTD | -4.2% | +5.7% | -9.9% | -5.6% |
| 1Y | +4.6% | +8.6% | -4.0% | +2.3% |
| 3Y | +100.5% | +52.5% | +48.0% | +83.3% |
| All | +131.3% | +67.0% | +64.3% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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