+614.6%
VLO vs WPM
+261.4%
+353.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.5% |
| 7D | +6.2% | +3.9% | +2.4% | +6.0% |
| 30D | +23.5% | +17.7% | +5.8% | +22.3% |
| 3M | +53.9% | +39.4% | +14.4% | +50.5% |
| 6M | +81.7% | +6.4% | +75.2% | +81.4% |
| YTD | +142.5% | +34.0% | +108.5% | +134.1% |
| 1Y | +145.4% | +50.5% | +94.9% | +132.6% |
| 3Y | +197.3% | +280.3% | -83.0% | +134.2% |
| 5Y | +614.6% | +266.3% | +348.3% | +443.8% |
| All | +614.6% | +261.4% | +353.2% | +443.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling