-51.4%
VG vs WPM
+128.8%
-180.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.8% | +0.5% |
| 7D | -22.0% | +16.9% | -39.0% | -19.9% |
| 30D | -11.6% | +2.0% | -13.6% | -10.6% |
| 3M | -14.9% | +8.9% | -23.8% | -13.0% |
| 6M | -3.5% | +1.6% | -5.1% | -0.8% |
| YTD | +70.0% | +16.5% | +53.5% | +65.2% |
| 1Y | +50.0% | +42.2% | +7.8% | +39.2% |
| All | -51.4% | +128.8% | -180.2% | -71.1% |
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