+63.3%
WM price history and return analytics
+53.2%
+10.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.2% | +2.2% |
| 7D | +4.5% | -4.2% | +8.7% | +5.6% |
| 30D | +16.1% | -5.8% | +21.9% | +17.7% |
| 3M | +8.0% | -5.2% | +13.3% | +9.4% |
| 6M | +8.4% | +0.1% | +8.3% | +7.7% |
| YTD | +11.2% | +8.2% | +3.0% | +7.3% |
| 1Y | +22.3% | +10.1% | +12.2% | +17.2% |
| 3Y | +50.2% | +69.7% | -19.4% | +19.6% |
| 5Y | +63.3% | +53.4% | +9.9% | +35.9% |
| All | +63.3% | +53.2% | +10.1% | +35.9% |
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