+148.3%
VLO vs WPM
+44.1%
+104.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | -1.2% |
| 7D | +4.0% | -3.6% | +7.6% | +3.6% |
| 30D | +19.0% | +12.5% | +6.5% | +20.4% |
| 3M | +50.0% | +40.6% | +9.4% | +54.5% |
| 6M | +79.1% | +0.5% | +78.6% | +85.1% |
| YTD | +140.3% | +29.0% | +111.2% | +141.6% |
| 1Y | +148.3% | +43.8% | +104.5% | +146.2% |
| All | +148.3% | +44.1% | +104.2% | +146.2% |
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