+5.1%
VUG vs WPM
+21.9%
-16.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +2.5% | -3.6% | +6.1% | +3.1% |
| 30D | -6.3% | +1.4% | -7.7% | -6.6% |
| 3M | -6.0% | -0.2% | -5.9% | -6.5% |
| 6M | -3.5% | -7.3% | +3.8% | -3.7% |
| YTD | +3.9% | +12.3% | -8.4% | +0.3% |
| 1Y | +5.1% | +24.9% | -19.8% | -0.3% |
| All | +5.1% | +21.9% | -16.8% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling