+271.8%
WPM vs VEU
+74.2%
+197.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +2.0% |
| 7D | +3.9% | +0.3% | +3.6% | +3.5% |
| 30D | +17.7% | +0.7% | +17.0% | +17.0% |
| 3M | +39.4% | +4.7% | +34.7% | +32.5% |
| 6M | +6.4% | +11.6% | -5.2% | -4.9% |
| YTD | +34.0% | +16.8% | +17.2% | +15.6% |
| 1Y | +50.5% | +24.9% | +25.6% | +22.0% |
| All | +271.8% | +74.2% | +197.6% | +121.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling