+67.1%
V vs WPM
+261.1%
-194.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -1.1% | +7.0% | -8.1% | -1.6% |
| 30D | +1.9% | +15.7% | -13.9% | +0.7% |
| 3M | +15.5% | +35.2% | -19.7% | +12.6% |
| 6M | +16.6% | +6.1% | +10.5% | +15.9% |
| YTD | +5.7% | +32.6% | -26.8% | +2.1% |
| 1Y | +8.6% | +46.9% | -38.3% | +3.3% |
| 3Y | +52.5% | +276.3% | -223.8% | +26.0% |
| 5Y | +67.1% | +260.0% | -192.9% | +29.0% |
| All | +67.1% | +261.1% | -194.0% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling