+260.0%
WPM vs VO
+43.2%
+216.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | +7.0% | +0.6% | +6.4% | +6.6% |
| 30D | +15.7% | -1.1% | +16.8% | +16.6% |
| 3M | +35.2% | +4.5% | +30.7% | +31.6% |
| 6M | +6.1% | +11.1% | -5.0% | -0.1% |
| YTD | +32.6% | +13.5% | +19.0% | +23.7% |
| 1Y | +46.9% | +14.5% | +32.4% | +36.4% |
| 3Y | +276.3% | +58.1% | +218.2% | +189.0% |
| 5Y | +260.0% | +43.3% | +216.7% | +177.6% |
| All | +260.0% | +43.2% | +216.8% | +177.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling