+19.5%
VCIT vs WPM
+270.0%
-250.5%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | 0.0% |
| 7D | -0.3% | +1.1% | -1.4% | -0.4% |
| 30D | -0.8% | +26.4% | -27.1% | -1.7% |
| 3M | -1.0% | +20.8% | -21.8% | -1.8% |
| 6M | -1.8% | +1.1% | -3.0% | -2.2% |
| YTD | -0.7% | +32.5% | -33.2% | -2.2% |
| 1Y | +1.0% | +51.5% | -50.5% | -1.3% |
| All | +19.5% | +270.0% | -250.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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