+266.3%
WPM vs VOO
+81.6%
+184.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.4% |
| 7D | +3.9% | -0.4% | +4.2% | +4.1% |
| 30D | +17.7% | -1.4% | +19.1% | +18.8% |
| 3M | +39.4% | +3.7% | +35.7% | +36.5% |
| 6M | +6.4% | +13.0% | -6.6% | -0.5% |
| YTD | +34.0% | +12.4% | +21.5% | +25.8% |
| 1Y | +50.5% | +18.6% | +31.9% | +37.3% |
| 3Y | +280.3% | +78.1% | +202.2% | +173.5% |
| 5Y | +266.3% | +82.3% | +184.1% | +147.1% |
| All | +266.3% | +81.6% | +184.8% | +147.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling