+174.1%
WSM vs VIG
+61.5%
+112.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.9% |
| 7D | +0.4% | -2.2% | +2.7% | +4.2% |
| 30D | -10.7% | -3.2% | -7.5% | -5.8% |
| 3M | +8.5% | +3.0% | +5.4% | +3.5% |
| 6M | +19.6% | +8.1% | +11.5% | +5.7% |
| YTD | +26.6% | +9.1% | +17.5% | +10.8% |
| 1Y | +12.0% | +12.6% | -0.6% | -6.8% |
| 3Y | +226.6% | +55.4% | +171.3% | +65.0% |
| 5Y | +174.1% | +62.8% | +111.3% | +32.8% |
| All | +174.1% | +61.5% | +112.7% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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