+266.3%
WPM vs VIG
+62.2%
+204.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | +3.9% | -1.2% | +5.0% | +4.8% |
| 30D | +17.7% | -2.8% | +20.5% | +20.4% |
| 3M | +39.4% | +2.5% | +37.0% | +37.1% |
| 6M | +6.4% | +8.1% | -1.7% | +1.0% |
| YTD | +34.0% | +9.6% | +24.4% | +26.2% |
| 1Y | +50.5% | +14.2% | +36.4% | +38.1% |
| 3Y | +280.3% | +56.1% | +224.2% | +179.9% |
| 5Y | +266.3% | +62.8% | +203.5% | +153.7% |
| All | +266.3% | +62.2% | +204.1% | +153.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling