+525.4%
WPM vs VO
+200.3%
+325.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.7% |
| 7D | -0.6% | -1.5% | +1.0% | +0.2% |
| 30D | +14.4% | -3.0% | +17.5% | +16.1% |
| 3M | +37.0% | +2.8% | +34.2% | +35.4% |
| 6M | +4.1% | +10.9% | -6.8% | -0.1% |
| YTD | +31.7% | +12.5% | +19.3% | +25.9% |
| 1Y | +44.2% | +12.0% | +32.2% | +38.1% |
| 3Y | +265.5% | +56.3% | +209.2% | +204.4% |
| 5Y | +262.5% | +42.9% | +219.5% | +208.0% |
| All | +525.4% | +200.3% | +325.2% | +295.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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