+1,659.1%
VLO vs WPM
+5,967.5%
-4,308.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | +5.2% | +1.1% | +4.1% | +4.9% |
| 30D | +22.6% | +26.4% | -3.8% | +16.2% |
| 3M | +43.8% | +20.8% | +22.9% | +36.7% |
| 6M | +65.7% | +1.1% | +64.6% | +61.6% |
| YTD | +131.1% | +32.5% | +98.6% | +111.0% |
| 1Y | +143.6% | +51.5% | +92.1% | +114.6% |
| 3Y | +201.4% | +267.0% | -65.6% | +111.6% |
| 5Y | +568.9% | +250.1% | +318.8% | +365.2% |
| 10Y | +891.8% | +540.4% | +351.4% | +439.0% |
| All | +1,659.1% | +5,967.5% | -4,308.4% | +236.9% |
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