+22.8%
WPM vs VLTO
+20.4%
+2.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.8% |
| 7D | -0.5% | +0.8% | -1.3% | -0.5% |
| 30D | -3.1% | +18.7% | -21.8% | -2.3% |
| 3M | -2.2% | +21.7% | -23.9% | -1.5% |
| 6M | -7.4% | +35.8% | -43.2% | -5.9% |
| YTD | +12.6% | +18.3% | -5.6% | +12.6% |
| 1Y | +22.8% | +20.9% | +1.9% | +23.5% |
| All | +22.8% | +20.4% | +2.4% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling