+75.4%
IVV vs WPM
+212.7%
-137.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.9% | -2.6% | 0.0% |
| 7D | -2.7% | +16.9% | -19.6% | -4.6% |
| 30D | -5.4% | +2.0% | -7.3% | -5.7% |
| 3M | -4.1% | +8.9% | -13.0% | -5.4% |
| 6M | +0.7% | +1.6% | -0.8% | -0.3% |
| YTD | +8.7% | +16.5% | -7.8% | +5.3% |
| 1Y | +11.0% | +42.2% | -31.2% | +5.0% |
| 3Y | +75.4% | +213.3% | -137.9% | +47.3% |
| All | +75.4% | +212.7% | -137.3% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling