+59.7%
WM price history and return analytics
+53.4%
+6.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | +1.2% | -2.3% | +3.5% | +1.8% |
| 30D | +13.1% | -5.0% | +18.0% | +14.4% |
| 3M | +3.6% | -4.9% | +8.5% | +4.8% |
| 6M | +8.1% | -1.5% | +9.6% | +8.0% |
| YTD | +8.9% | +8.5% | +0.4% | +5.0% |
| 1Y | +20.3% | +11.4% | +9.0% | +14.9% |
| 3Y | +46.2% | +70.1% | -23.9% | +16.2% |
| All | +59.7% | +53.4% | +6.3% | +32.3% |
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