+82.6%
VOO vs WPM
+252.7%
-170.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.1% |
| 7D | -2.0% | -3.6% | +1.6% | -1.5% |
| 30D | -1.7% | +12.5% | -14.1% | -3.5% |
| 3M | +4.7% | +40.6% | -35.9% | -0.8% |
| 6M | +12.6% | +0.5% | +12.0% | +11.4% |
| YTD | +11.8% | +29.0% | -17.3% | +6.0% |
| 1Y | +17.5% | +43.8% | -26.3% | +9.3% |
| 3Y | +77.0% | +266.3% | -189.3% | +36.9% |
| 5Y | +82.6% | +255.1% | -172.5% | +35.9% |
| All | +82.6% | +252.7% | -170.1% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling