+174.3%
WMT vs VO
+36.2%
+138.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.8% |
| 7D | -1.2% | +2.9% | -4.1% | -2.3% |
| 30D | +12.4% | +1.0% | +11.4% | +11.9% |
| 3M | +9.0% | -1.7% | +10.8% | +9.7% |
| 6M | -3.0% | +6.7% | -9.7% | -5.6% |
| YTD | +14.0% | +14.0% | 0.0% | +7.8% |
| 1Y | +23.0% | +13.7% | +9.3% | +16.4% |
| 3Y | +135.1% | +65.8% | +69.2% | +91.8% |
| All | +174.3% | +36.2% | +138.1% | +124.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling