+99.4%
WMT vs VO
+56.0%
+43.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.2% |
| 7D | -0.2% | -0.6% | +0.3% | 0.0% |
| 30D | -5.8% | -1.9% | -3.9% | -5.0% |
| 3M | -10.8% | +3.3% | -14.0% | -12.1% |
| 6M | -14.3% | +9.7% | -24.0% | -18.2% |
| YTD | -4.4% | +12.6% | -17.0% | -10.0% |
| 1Y | +4.3% | +13.6% | -9.3% | -2.3% |
| All | +99.4% | +56.0% | +43.3% | +63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling