+6.3%
WMT vs VRT
+96.1%
-89.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.6% | +9.4% | -0.5% |
| 7D | -0.2% | +2.4% | -2.7% | -0.1% |
| 30D | -5.8% | -2.7% | -3.2% | -5.9% |
| 3M | -10.8% | -9.2% | -1.6% | -10.9% |
| 6M | -14.3% | -0.5% | -13.8% | -14.6% |
| YTD | -4.4% | +62.3% | -66.7% | -2.8% |
| All | +6.3% | +96.1% | -89.8% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling