+171.6%
WMT vs VT
+59.5%
+112.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | +11.1% | -1.7% | +12.9% | +11.8% |
| 3M | +11.2% | -2.3% | +13.5% | +12.1% |
| 6M | -1.3% | +1.5% | -2.8% | -2.3% |
| YTD | +13.5% | +12.0% | +1.5% | +7.5% |
| 1Y | +22.5% | +12.9% | +9.6% | +15.6% |
| 3Y | +134.1% | +74.9% | +59.2% | +81.9% |
| All | +171.6% | +59.5% | +112.1% | +106.5% |
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