+78.1%
VOO vs WPM
+214.5%
-136.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +2.6% | -3.6% | +6.1% | +3.0% |
| 30D | -2.0% | +1.4% | -3.4% | -2.3% |
| 3M | -2.8% | -0.2% | -2.6% | -3.1% |
| 6M | +2.2% | -7.3% | +9.5% | +2.2% |
| YTD | +11.5% | +12.3% | -0.8% | +8.5% |
| 1Y | +13.5% | +24.9% | -11.4% | +9.0% |
| 3Y | +78.1% | +210.4% | -132.3% | +49.6% |
| All | +78.1% | +214.5% | -136.4% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling