+525.4%
WPM vs VEU
+155.0%
+370.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | +1.3% |
| 7D | -0.6% | -1.4% | +0.9% | +0.6% |
| 30D | +14.4% | -0.4% | +14.8% | +15.0% |
| 3M | +37.0% | +2.5% | +34.4% | +35.0% |
| 6M | +4.1% | +11.1% | -7.0% | -2.3% |
| YTD | +31.7% | +16.5% | +15.2% | +20.3% |
| 1Y | +44.2% | +22.9% | +21.3% | +27.3% |
| 3Y | +265.5% | +73.4% | +192.1% | +159.6% |
| 5Y | +262.5% | +56.1% | +206.4% | +168.5% |
| All | +525.4% | +155.0% | +370.4% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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