+207.0%
WPM vs VOO
+72.6%
+134.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -3.6% | +2.6% | -6.1% | -5.2% |
| 30D | +1.4% | -2.0% | +3.4% | +3.0% |
| 3M | -0.2% | -2.8% | +2.6% | +2.0% |
| 6M | -7.3% | +2.2% | -9.5% | -7.9% |
| YTD | +12.3% | +11.5% | +0.8% | +6.2% |
| 1Y | +24.9% | +13.5% | +11.4% | +17.1% |
| 3Y | +210.4% | +78.1% | +132.3% | +122.8% |
| All | +207.0% | +72.6% | +134.5% | +113.4% |
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 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