+265.4%
WPM vs VEU
+55.0%
+210.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | +0.9% |
| 7D | -0.6% | -1.4% | +0.9% | +1.0% |
| 30D | +14.4% | -0.4% | +14.8% | +15.2% |
| 3M | +37.0% | +2.5% | +34.4% | +34.0% |
| 6M | +4.1% | +11.1% | -7.0% | -5.2% |
| YTD | +31.7% | +16.5% | +15.2% | +15.6% |
| 1Y | +44.2% | +22.9% | +21.3% | +20.6% |
| 3Y | +265.5% | +73.4% | +192.1% | +122.9% |
| All | +265.4% | +55.0% | +210.4% | +118.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling