+170.0%
WMT vs V
+103.0%
+67.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +0.6% | +0.8% | -0.2% | +0.4% |
| 30D | +12.8% | +9.9% | +2.8% | +10.3% |
| 3M | +11.7% | +17.5% | -5.8% | +7.6% |
| 6M | -3.5% | +33.5% | -37.0% | -9.8% |
| YTD | +13.4% | +21.6% | -8.2% | +8.1% |
| 1Y | +23.6% | +27.6% | -4.0% | +16.3% |
| 3Y | +133.9% | +76.4% | +57.5% | +105.9% |
| All | +170.0% | +103.0% | +67.0% | +128.5% |
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