+711.3%
WPM vs VT
+221.8%
+489.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -3.6% | +2.4% | -5.9% | -4.9% |
| 30D | +1.4% | -1.5% | +2.9% | +2.6% |
| 3M | -0.2% | -4.1% | +3.9% | +2.8% |
| 6M | -7.3% | +0.6% | -7.9% | -6.7% |
| YTD | +12.3% | +11.0% | +1.3% | +7.6% |
| 1Y | +24.9% | +13.3% | +11.6% | +18.5% |
| 3Y | +210.4% | +73.4% | +137.0% | +137.2% |
| 5Y | +210.4% | +57.4% | +152.9% | +143.3% |
| All | +711.3% | +221.8% | +489.5% | +320.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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