+228.8%
VIK vs WPM
+199.8%
+28.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.4% |
| 7D | -3.0% | +1.1% | -4.1% | -3.2% |
| 30D | -20.7% | +26.4% | -47.1% | -24.2% |
| 3M | -4.6% | +20.8% | -25.5% | -8.5% |
| 6M | +14.0% | +1.1% | +12.9% | +12.0% |
| YTD | +20.2% | +32.5% | -12.3% | +12.7% |
| 1Y | +36.0% | +51.5% | -15.5% | +24.6% |
| All | +228.8% | +199.8% | +28.9% | +160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling