+75.0%
VTI vs WPM
+263.6%
-188.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.5% |
| 7D | -0.9% | -0.6% | -0.3% | -0.8% |
| 30D | -1.4% | +14.4% | -15.9% | -3.6% |
| 3M | +3.6% | +37.0% | -33.4% | -1.7% |
| 6M | +13.6% | +4.1% | +9.5% | +11.9% |
| YTD | +12.9% | +31.7% | -18.8% | +6.6% |
| 1Y | +17.2% | +44.2% | -27.0% | +8.7% |
| 3Y | +75.7% | +265.5% | -189.8% | +34.8% |
| All | +75.0% | +263.6% | -188.6% | +28.4% |
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 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