+12.5%
VUG vs WPM
+44.1%
-31.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | -0.1% |
| 7D | -1.9% | -3.6% | +1.7% | -1.4% |
| 30D | -1.6% | +12.5% | -14.0% | -3.2% |
| 3M | +4.4% | +40.6% | -36.2% | -0.8% |
| 6M | +13.2% | +0.5% | +12.7% | +11.0% |
| YTD | +7.5% | +29.0% | -21.5% | +3.6% |
| 1Y | +12.5% | +43.8% | -31.3% | +7.5% |
| All | +12.5% | +44.1% | -31.6% | +7.5% |
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