-39.3%
VG vs WPM
+160.2%
-199.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.6% |
| 7D | +1.7% | +1.1% | +0.6% | +1.9% |
| 30D | +16.0% | +26.4% | -10.3% | +19.7% |
| 3M | +9.7% | +20.8% | -11.1% | +13.8% |
| 6M | +29.6% | +1.1% | +28.5% | +37.1% |
| YTD | +112.0% | +32.5% | +79.6% | +107.4% |
| 1Y | +12.8% | +51.5% | -38.7% | +6.1% |
| All | -39.3% | +160.2% | -199.5% | -63.6% |
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