+7.7%
V vs WPM
+53.7%
-46.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -1.0% |
| 7D | -1.7% | +1.1% | -2.8% | -1.7% |
| 30D | +2.0% | +26.4% | -24.4% | +2.1% |
| 3M | +17.4% | +20.8% | -3.5% | +17.7% |
| 6M | +17.5% | +1.1% | +16.4% | +18.6% |
| YTD | +7.6% | +32.5% | -24.9% | +8.2% |
| 1Y | +7.7% | +51.5% | -43.8% | +7.2% |
| All | +7.7% | +53.7% | -46.0% | +7.2% |
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