+820.5%
WMT vs VO
+827.2%
-6.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +3.9% | -0.3% | +4.2% | +4.0% |
| 30D | -4.4% | -0.3% | -4.1% | -4.3% |
| 3M | -8.8% | +2.9% | -11.7% | -10.0% |
| 6M | -15.6% | +9.3% | -25.0% | -19.0% |
| YTD | -3.2% | +14.2% | -17.4% | -8.9% |
| 1Y | +7.0% | +15.3% | -8.2% | +0.3% |
| 3Y | +105.3% | +56.2% | +49.1% | +67.7% |
| 5Y | +129.3% | +42.4% | +86.8% | +92.4% |
| 10Y | +423.9% | +194.7% | +229.2% | +211.3% |
| All | +820.5% | +827.2% | -6.7% | +220.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling