+51.8%
VG vs WPM
+38.8%
+13.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +12.0% | -19.7% | -4.3% |
| 7D | -16.4% | +3.9% | -20.3% | -14.8% |
| 30D | -10.8% | -3.5% | -7.3% | -10.6% |
| 3M | -6.3% | +14.1% | -20.4% | -0.8% |
| 6M | -12.5% | +6.2% | -18.7% | -7.9% |
| YTD | +76.9% | +12.4% | +64.5% | +62.4% |
| 1Y | +51.8% | +40.0% | +11.8% | +12.5% |
| All | +51.8% | +38.8% | +13.0% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling