+877.9%
WMT price history and return analytics
+356.5%
+521.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +2.0% | +2.4% | -0.3% | +1.0% |
| 30D | +10.3% | -1.5% | +11.8% | +10.9% |
| 3M | +11.0% | -4.1% | +15.1% | +12.8% |
| 6M | -2.3% | +0.6% | -2.9% | -3.0% |
| YTD | +15.7% | +11.0% | +4.7% | +9.8% |
| 1Y | +26.0% | +13.3% | +12.6% | +18.4% |
| 3Y | +136.5% | +73.4% | +63.1% | +83.9% |
| 5Y | +176.8% | +57.4% | +119.4% | +122.3% |
| 10Y | +537.5% | +221.7% | +315.8% | +272.0% |
| All | +877.9% | +356.5% | +521.4% | +395.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling