+1,070.3%
WPM price history and return analytics
+360.7%
+709.7%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.8% |
| 7D | +3.1% | -0.7% | +3.8% | +3.6% |
| 30D | -1.8% | -1.7% | -0.1% | -0.1% |
| 3M | +1.0% | -2.3% | +3.3% | +3.6% |
| 6M | -5.4% | +1.5% | -7.0% | -5.6% |
| YTD | +15.9% | +12.0% | +3.8% | +7.3% |
| 1Y | +30.8% | +12.9% | +18.0% | +20.5% |
| 3Y | +222.6% | +74.9% | +147.7% | +103.6% |
| 5Y | +227.4% | +59.9% | +167.5% | +120.6% |
| 10Y | +757.8% | +224.6% | +533.2% | +177.5% |
| All | +1,070.3% | +360.7% | +709.7% | +73.3% |
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