+5,928.6%
WPM vs VO
+644.7%
+5,283.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -0.9% |
| 7D | +1.1% | -0.3% | +1.3% | +1.3% |
| 30D | +26.4% | -0.3% | +26.7% | +26.8% |
| 3M | +20.8% | +2.9% | +17.9% | +18.6% |
| 6M | +1.1% | +9.3% | -8.2% | -4.9% |
| YTD | +32.5% | +14.2% | +18.3% | +20.9% |
| 1Y | +51.5% | +15.3% | +36.3% | +37.2% |
| 3Y | +267.0% | +56.2% | +210.8% | +159.8% |
| 5Y | +250.1% | +42.4% | +207.7% | +160.5% |
| 10Y | +540.4% | +194.7% | +345.6% | +131.6% |
| All | +5,928.6% | +644.7% | +5,283.9% | +746.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling