+172.5%
VEA vs WPM
+1,274.1%
-1,101.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.9% | +7.0% | -5.2% | +0.6% |
| 30D | +0.8% | +15.7% | -15.0% | -2.1% |
| 3M | +5.7% | +35.2% | -29.5% | -0.4% |
| 6M | +13.3% | +6.1% | +7.2% | +11.1% |
| YTD | +18.4% | +32.6% | -14.2% | +11.0% |
| 1Y | +27.0% | +46.9% | -20.0% | +16.4% |
| 3Y | +79.3% | +276.3% | -197.0% | +36.9% |
| 5Y | +62.1% | +260.0% | -197.9% | +23.1% |
| 10Y | +160.3% | +508.5% | -348.3% | +70.2% |
| All | +172.5% | +1,274.1% | -1,101.6% | +4.8% |
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