+525.4%
WPM price history and return analytics
+229.8%
+295.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.5% |
| 7D | -0.6% | -1.1% | +0.6% | +0.1% |
| 30D | +14.4% | -1.0% | +15.4% | +15.2% |
| 3M | +37.0% | +3.2% | +33.8% | +34.8% |
| 6M | +4.1% | +12.5% | -8.4% | -1.8% |
| YTD | +31.7% | +14.1% | +17.7% | +23.6% |
| 1Y | +44.2% | +18.9% | +25.3% | +32.4% |
| 3Y | +265.5% | +74.1% | +191.4% | +174.9% |
| 5Y | +262.5% | +66.9% | +195.6% | +173.8% |
| All | +525.4% | +229.8% | +295.6% | +187.9% |
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