+1,348.6%
WPM vs VTEB
+25.1%
+1,323.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -2.7% |
| 7D | -3.6% | -1.2% | -2.4% | -1.9% |
| 30D | +12.5% | -2.9% | +15.3% | +17.2% |
| 3M | +40.6% | -3.2% | +43.8% | +47.2% |
| 6M | +0.5% | -2.6% | +3.2% | +4.8% |
| YTD | +29.0% | -1.8% | +30.9% | +33.1% |
| 1Y | +43.8% | +0.2% | +43.6% | +44.4% |
| 3Y | +266.3% | +8.2% | +258.1% | +232.4% |
| 5Y | +255.1% | +0.8% | +254.3% | +250.2% |
| 10Y | +526.8% | +17.7% | +509.1% | +338.9% |
| All | +1,348.6% | +25.1% | +1,323.6% | +863.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling