+40.0%
WPM vs VTEB
+0.4%
+39.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +10.4% |
| 7D | +3.9% | +0.9% | +3.0% | +0.7% |
| 30D | -3.5% | +3.7% | -7.2% | -16.2% |
| 3M | +14.1% | -0.8% | +14.9% | +27.2% |
| 6M | +6.2% | -0.9% | +7.1% | +19.6% |
| YTD | +12.4% | -0.1% | +12.5% | +33.0% |
| 1Y | +40.0% | +0.2% | +39.7% | +64.9% |
| All | +40.0% | +0.4% | +39.6% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling