+271.8%
WPM price history and return analytics
+74.2%
+197.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.7% |
| 7D | +3.9% | -0.1% | +4.0% | +4.0% |
| 30D | +17.7% | -0.7% | +18.3% | +18.7% |
| 3M | +39.4% | +4.0% | +35.4% | +34.5% |
| 6M | +6.4% | +12.3% | -5.9% | -3.3% |
| YTD | +34.0% | +14.0% | +20.0% | +21.1% |
| 1Y | +50.5% | +20.3% | +30.2% | +31.0% |
| All | +271.8% | +74.2% | +197.6% | +144.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling