+2,461.2%
VGT vs WPM
+5,972.6%
-3,511.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +1.8% | +7.0% | -5.2% | +0.9% |
| 30D | -0.3% | +15.7% | -16.1% | -2.4% |
| 3M | +3.4% | +35.2% | -31.8% | -1.0% |
| 6M | +35.0% | +6.1% | +28.9% | +33.1% |
| YTD | +28.8% | +32.6% | -3.8% | +22.9% |
| 1Y | +38.0% | +46.9% | -8.9% | +29.6% |
| 3Y | +125.8% | +276.3% | -150.5% | +85.8% |
| 5Y | +134.7% | +260.0% | -125.3% | +92.3% |
| 10Y | +792.6% | +508.5% | +284.1% | +563.3% |
| All | +2,461.2% | +5,972.6% | -3,511.4% | +1,206.5% |
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