+265.5%
WPM vs VTEB
+8.6%
+256.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.4% |
| 7D | -0.6% | -0.9% | +0.4% | +1.2% |
| 30D | +14.4% | -2.5% | +16.9% | +20.0% |
| 3M | +37.0% | -3.0% | +39.9% | +44.9% |
| 6M | +4.1% | -2.1% | +6.2% | +8.9% |
| YTD | +31.7% | -1.5% | +33.2% | +36.8% |
| 1Y | +44.2% | +0.2% | +44.0% | +46.7% |
| 3Y | +265.5% | +8.6% | +256.9% | +235.0% |
| All | +265.5% | +8.6% | +256.9% | +235.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling