+2,926.4%
V vs WPM
+994.8%
+1,931.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.9% |
| 7D | -1.7% | +1.1% | -2.8% | -1.8% |
| 30D | +2.0% | +26.4% | -24.4% | -0.6% |
| 3M | +17.4% | +20.8% | -3.5% | +14.6% |
| 6M | +17.5% | +1.1% | +16.4% | +16.5% |
| YTD | +7.6% | +32.5% | -24.9% | +3.3% |
| 1Y | +7.7% | +51.5% | -43.8% | +1.6% |
| 3Y | +54.7% | +267.0% | -212.4% | +30.9% |
| 5Y | +73.0% | +250.1% | -177.1% | +45.8% |
| 10Y | +390.9% | +540.4% | -149.5% | +276.4% |
| All | +2,926.4% | +994.8% | +1,931.6% | +1,274.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling