+525.4%
WPM vs VOO
+325.3%
+200.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.7% |
| 7D | -0.6% | -0.8% | +0.2% | -0.2% |
| 30D | +14.4% | -1.1% | +15.5% | +15.0% |
| 3M | +37.0% | +3.9% | +33.1% | +34.9% |
| 6M | +4.1% | +13.6% | -9.5% | -0.9% |
| YTD | +31.7% | +12.7% | +19.0% | +25.9% |
| 1Y | +44.2% | +17.6% | +26.6% | +35.6% |
| 3Y | +265.5% | +77.3% | +188.2% | +191.5% |
| 5Y | +262.5% | +84.1% | +178.4% | +181.8% |
| All | +525.4% | +325.3% | +200.1% | +256.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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