+192.7%
VLO vs WPM
+279.1%
-86.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.3% |
| 7D | +5.8% | +7.0% | -1.3% | +6.0% |
| 30D | +28.3% | +15.7% | +12.6% | +29.1% |
| 3M | +48.7% | +35.2% | +13.5% | +50.5% |
| 6M | +71.9% | +6.1% | +65.8% | +74.4% |
| YTD | +138.7% | +32.6% | +106.1% | +139.4% |
| 1Y | +148.5% | +46.9% | +101.5% | +147.9% |
| 3Y | +192.7% | +276.3% | -83.6% | +169.3% |
| All | +192.7% | +279.1% | -86.4% | +169.3% |
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