+1,037.7%
WPM price history and return analytics
+357.8%
+679.9%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | -0.5% | +2.9% | -3.4% | -2.9% |
| 30D | -3.1% | -2.5% | -0.6% | -0.7% |
| 3M | -2.2% | -3.3% | +1.2% | +1.3% |
| 6M | -7.4% | +1.5% | -8.9% | -7.5% |
| YTD | +12.6% | +11.4% | +1.3% | +4.9% |
| 1Y | +22.8% | +11.9% | +10.9% | +14.0% |
| 3Y | +213.6% | +73.9% | +139.8% | +99.0% |
| 5Y | +211.2% | +57.9% | +153.3% | +112.0% |
| 10Y | +733.9% | +222.6% | +511.3% | +171.2% |
| All | +1,037.7% | +357.8% | +679.9% | +69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling