-31.8%
LVS vs WPM
+38.8%
-70.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +12.0% | -5.5% | +5.0% |
| 7D | +13.4% | +3.9% | +9.5% | +12.6% |
| 30D | +12.2% | -3.5% | +15.7% | +12.2% |
| 3M | -10.7% | +14.1% | -24.8% | -12.2% |
| 6M | -19.8% | +6.2% | -26.1% | -21.0% |
| YTD | -35.8% | +12.4% | -48.2% | -37.1% |
| 1Y | -31.8% | +40.0% | -71.8% | -37.0% |
| All | -31.8% | +38.8% | -70.6% | -37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling