+266.3%
WPM price history and return analytics
+65.7%
+200.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.6% |
| 7D | +3.9% | -0.1% | +4.0% | +4.0% |
| 30D | +17.7% | -0.7% | +18.3% | +18.5% |
| 3M | +39.4% | +4.0% | +35.4% | +35.3% |
| 6M | +6.4% | +12.3% | -5.9% | -2.1% |
| YTD | +34.0% | +14.0% | +20.0% | +22.3% |
| 1Y | +50.5% | +20.3% | +30.2% | +32.3% |
| 3Y | +280.3% | +75.4% | +204.9% | +152.0% |
| 5Y | +266.3% | +66.0% | +200.4% | +132.1% |
| All | +266.3% | +65.7% | +200.6% | +132.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling