+40.0%
WPM vs VIG
+19.5%
+20.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +7.2% |
| 7D | +3.9% | +2.7% | +1.2% | -1.9% |
| 30D | -3.5% | +7.0% | -10.5% | -16.8% |
| 3M | +14.1% | +4.0% | +10.1% | +4.9% |
| 6M | +6.2% | +12.3% | -6.1% | -16.3% |
| YTD | +12.4% | +16.4% | -4.0% | -16.7% |
| 1Y | +40.0% | +19.2% | +20.7% | -1.0% |
| All | +40.0% | +19.5% | +20.4% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling