+7.0%
WMT vs VST
-20.6%
+27.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -0.9% |
| 7D | +3.9% | +8.9% | -5.0% | +4.6% |
| 30D | -4.4% | +6.2% | -10.6% | -3.9% |
| 3M | -8.8% | -2.7% | -6.1% | -8.9% |
| 6M | -15.6% | -8.4% | -7.3% | -15.5% |
| YTD | -3.2% | -7.2% | +4.0% | -3.1% |
| 1Y | +7.0% | -20.9% | +27.9% | +6.5% |
| All | +7.0% | -20.6% | +27.6% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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