+421.1%
WMT vs VO
+197.9%
+223.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -2.5% | -2.5% | 0.0% | -1.4% |
| 30D | -6.4% | -3.2% | -3.2% | -5.1% |
| 3M | -12.1% | +3.9% | -16.0% | -13.6% |
| 6M | -15.0% | +9.6% | -24.6% | -18.4% |
| YTD | -4.5% | +11.6% | -16.1% | -9.2% |
| 1Y | +6.2% | +12.6% | -6.4% | +0.5% |
| 3Y | +99.9% | +55.4% | +44.5% | +64.0% |
| 5Y | +131.4% | +41.8% | +89.6% | +94.9% |
| All | +421.1% | +197.9% | +223.1% | +211.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling