+525.4%
WPM vs ITOT
+303.4%
+222.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.7% |
| 7D | -0.6% | -0.9% | +0.4% | -0.1% |
| 30D | +14.4% | -1.5% | +15.9% | +15.2% |
| 3M | +37.0% | +3.6% | +33.4% | +35.1% |
| 6M | +4.1% | +13.7% | -9.6% | -0.9% |
| YTD | +31.7% | +12.9% | +18.8% | +25.9% |
| 1Y | +44.2% | +17.2% | +27.0% | +35.8% |
| 3Y | +265.5% | +75.6% | +189.9% | +192.3% |
| 5Y | +262.5% | +75.5% | +187.0% | +185.9% |
| All | +525.4% | +303.4% | +222.0% | +277.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling