+308.7%
WPM vs VLTO
+26.2%
+282.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | +7.0% | -1.6% | +8.6% | +7.2% |
| 30D | +15.7% | -2.9% | +18.6% | +16.0% |
| 3M | +35.2% | +12.7% | +22.5% | +33.8% |
| 6M | +6.1% | +1.6% | +4.5% | +6.3% |
| YTD | +32.6% | -4.0% | +36.5% | +33.2% |
| 1Y | +46.9% | -10.2% | +57.1% | +48.9% |
| All | +308.7% | +26.2% | +282.5% | +304.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling