+259.1%
WPM vs VLTO
+54.8%
+204.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.9% |
| 7D | +16.9% | +5.4% | +11.5% | +16.5% |
| 30D | +2.0% | +22.3% | -20.4% | +0.4% |
| 3M | +8.9% | +19.6% | -10.7% | +7.4% |
| 6M | +1.6% | +35.2% | -33.6% | -0.9% |
| YTD | +16.5% | +17.9% | -1.4% | +15.2% |
| 1Y | +42.2% | +19.5% | +22.7% | +40.3% |
| 3Y | +213.3% | +73.9% | +139.4% | +210.8% |
| All | +259.1% | +54.8% | +204.3% | +249.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling