+135.9%
WMT vs VTI
+74.4%
+61.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.0% |
| 7D | 0.0% | -0.9% | +0.9% | +0.4% |
| 30D | -7.4% | -1.4% | -6.0% | -6.9% |
| 3M | -10.9% | +3.6% | -14.5% | -12.2% |
| 6M | -12.7% | +13.6% | -26.3% | -17.4% |
| YTD | -3.2% | +12.9% | -16.1% | -8.2% |
| 1Y | +5.3% | +17.2% | -12.0% | -2.0% |
| 3Y | +101.9% | +75.7% | +26.2% | +57.5% |
| All | +135.9% | +74.4% | +61.5% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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