+247.2%
WPM vs VT
+53.4%
+193.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | +16.9% | -2.3% | +19.2% | +19.4% |
| 30D | +2.0% | -5.0% | +6.9% | +7.0% |
| 3M | +8.9% | -4.9% | +13.8% | +14.6% |
| 6M | +1.6% | -1.5% | +3.1% | +4.4% |
| YTD | +16.5% | +8.5% | +8.0% | +11.6% |
| 1Y | +42.2% | +11.4% | +30.8% | +33.9% |
| 3Y | +213.3% | +70.1% | +143.2% | +114.0% |
| All | +247.2% | +53.4% | +193.8% | +139.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling