+933.5%
WMT vs VTI
+953.2%
-19.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -0.2% | -0.4% | +0.1% | 0.0% |
| 30D | -5.8% | -1.6% | -4.2% | -5.0% |
| 3M | -10.8% | +3.6% | -14.3% | -12.6% |
| 6M | -14.3% | +13.0% | -27.4% | -20.3% |
| YTD | -4.4% | +12.7% | -17.1% | -11.0% |
| 1Y | +4.3% | +18.4% | -14.0% | -5.7% |
| 3Y | +100.1% | +76.4% | +23.6% | +43.3% |
| 5Y | +130.8% | +73.7% | +57.1% | +64.0% |
| 10Y | +433.7% | +302.5% | +131.2% | +124.5% |
| All | +933.5% | +953.2% | -19.7% | +123.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling