+101.9%
WMT vs VIG
+55.8%
+46.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.9% |
| 7D | 0.0% | -1.1% | +1.1% | +0.8% |
| 30D | -7.4% | -2.7% | -4.7% | -5.6% |
| 3M | -10.9% | +2.5% | -13.4% | -12.2% |
| 6M | -12.7% | +9.2% | -21.9% | -17.7% |
| YTD | -3.2% | +9.8% | -13.0% | -9.2% |
| 1Y | +5.3% | +12.4% | -7.1% | -3.0% |
| 3Y | +101.9% | +55.9% | +46.0% | +51.7% |
| All | +101.9% | +55.8% | +46.1% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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