+810.9%
VOO vs WPM
+558.1%
+252.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +2.6% | -3.6% | +6.1% | +2.9% |
| 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% | +2.3% |
| YTD | +11.5% | +12.3% | -0.8% | +9.0% |
| 1Y | +13.5% | +24.9% | -11.4% | +9.7% |
| 3Y | +78.1% | +210.4% | -132.3% | +55.6% |
| 5Y | +73.1% | +210.4% | -137.2% | +49.9% |
| 10Y | +310.7% | +731.7% | -420.9% | +221.0% |
| All | +810.9% | +558.1% | +252.8% | +580.4% |
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