+3,313.2%
V vs WPM
+865.1%
+2,448.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.1% | +5.3% | +0.7% |
| 7D | +0.6% | +16.4% | -15.7% | -1.0% |
| 30D | +9.7% | -1.5% | +11.2% | +9.7% |
| 3M | +17.3% | +2.6% | +14.7% | +16.5% |
| 6M | +33.2% | -1.3% | +34.5% | +32.4% |
| YTD | +21.3% | +16.8% | +4.6% | +17.7% |
| 1Y | +27.3% | +34.1% | -6.8% | +21.6% |
| 3Y | +76.1% | +225.1% | -149.0% | +50.7% |
| 5Y | +103.5% | +234.5% | -131.0% | +71.8% |
| 10Y | +454.5% | +674.1% | -219.6% | +316.1% |
| All | +3,313.2% | +865.1% | +2,448.0% | +1,466.6% |
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