+66.4%
VUG vs WPM
+225.5%
-159.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.4% | +1.8% |
| 7D | -1.1% | +3.1% | -4.2% | -1.6% |
| 30D | -7.0% | -1.8% | -5.2% | -6.9% |
| 3M | -3.7% | +1.0% | -4.7% | -4.4% |
| 6M | -1.6% | -5.4% | +3.8% | -1.7% |
| YTD | +5.1% | +15.9% | -10.7% | +0.3% |
| 1Y | +3.8% | +30.8% | -27.1% | -3.3% |
| 3Y | +79.9% | +222.6% | -142.8% | +35.4% |
| 5Y | +66.4% | +227.4% | -161.0% | +27.0% |
| All | +66.4% | +225.5% | -159.1% | +27.0% |
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