+220.1%
WPM price history and return analytics
+75.6%
+144.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -2.1% |
| 7D | +3.1% | -0.7% | +3.8% | +3.7% |
| 30D | -1.8% | -1.7% | -0.1% | +0.3% |
| 3M | +1.0% | -2.3% | +3.3% | +4.2% |
| 6M | -5.4% | +1.5% | -7.0% | -5.6% |
| YTD | +15.9% | +12.0% | +3.8% | +6.9% |
| 1Y | +30.8% | +12.9% | +18.0% | +20.1% |
| All | +220.1% | +75.6% | +144.5% | +90.6% |
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