+3.8%
VCIT vs WPM
+218.7%
-214.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.5% |
| 7D | -1.4% | -0.5% | -0.9% | -1.4% |
| 30D | +0.8% | -3.1% | +3.9% | +0.9% |
| 3M | -1.7% | -2.2% | +0.4% | -1.8% |
| 6M | -2.1% | -7.4% | +5.3% | -2.0% |
| YTD | -2.0% | +12.6% | -14.7% | -3.7% |
| 1Y | -1.5% | +22.8% | -24.3% | -3.8% |
| 3Y | +19.0% | +213.6% | -194.7% | +5.6% |
| 5Y | +3.8% | +211.2% | -207.4% | -9.8% |
| All | +3.8% | +218.7% | -214.9% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling