+271.8%
WPM vs VOO
+77.0%
+194.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.4% |
| 7D | +3.9% | -0.4% | +4.2% | +4.2% |
| 30D | +17.7% | -1.4% | +19.1% | +19.0% |
| 3M | +39.4% | +3.7% | +35.7% | +36.1% |
| 6M | +6.4% | +13.0% | -6.6% | -1.0% |
| YTD | +34.0% | +12.4% | +21.5% | +25.2% |
| 1Y | +50.5% | +18.6% | +31.9% | +37.0% |
| All | +271.8% | +77.0% | +194.8% | +167.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling