+709.7%
WPM vs VOO
+812.0%
-102.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.4% |
| 7D | +7.0% | +0.5% | +6.5% | +6.7% |
| 30D | +15.7% | -0.9% | +16.7% | +16.4% |
| 3M | +35.2% | +3.9% | +31.3% | +32.6% |
| 6M | +6.1% | +14.5% | -8.4% | -0.8% |
| YTD | +32.6% | +13.0% | +19.6% | +25.0% |
| 1Y | +46.9% | +19.4% | +27.5% | +34.5% |
| 3Y | +276.3% | +78.9% | +197.4% | +175.6% |
| 5Y | +260.0% | +82.3% | +177.7% | +158.3% |
| 10Y | +508.5% | +314.2% | +194.3% | +150.5% |
| All | +709.7% | +812.0% | -102.3% | +49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling