+132.3%
WMT vs VT
+66.2%
+66.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.9% | +0.4% | +3.5% | +3.7% |
| 30D | -4.4% | +1.0% | -5.4% | -4.8% |
| 3M | -8.8% | +2.4% | -11.2% | -9.8% |
| 6M | -15.6% | +12.0% | -27.6% | -19.8% |
| YTD | -3.2% | +15.3% | -18.6% | -9.2% |
| 1Y | +7.0% | +22.6% | -15.5% | -2.5% |
| 3Y | +105.3% | +74.7% | +30.6% | +59.6% |
| All | +132.3% | +66.2% | +66.1% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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