+271.8%
WPM vs VIG
+55.4%
+216.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | +3.9% | -1.2% | +5.0% | +5.0% |
| 30D | +17.7% | -2.8% | +20.5% | +20.7% |
| 3M | +39.4% | +2.5% | +37.0% | +36.8% |
| 6M | +6.4% | +8.1% | -1.7% | +0.4% |
| YTD | +34.0% | +9.6% | +24.4% | +25.6% |
| 1Y | +50.5% | +14.2% | +36.4% | +37.8% |
| All | +271.8% | +55.4% | +216.3% | +173.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling