+1,564.2%
VLO vs WPM
+5,248.7%
-3,684.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.1% | +3.4% | -0.7% |
| 7D | -9.5% | +16.4% | -25.9% | -12.6% |
| 30D | -19.1% | -1.5% | -17.7% | -19.4% |
| 3M | +11.4% | +2.6% | +8.8% | +9.5% |
| 6M | +46.7% | -1.3% | +48.1% | +44.0% |
| YTD | +118.6% | +16.8% | +101.9% | +103.2% |
| 1Y | +99.9% | +34.1% | +65.8% | +79.8% |
| 3Y | +210.5% | +225.1% | -14.7% | +122.2% |
| 5Y | +432.7% | +234.5% | +198.2% | +271.0% |
| 10Y | +717.1% | +674.1% | +43.0% | +319.8% |
| All | +1,564.2% | +5,248.7% | -3,684.5% | +224.5% |
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